GREENPOINT PARTNERS

RIASEC RegisteredEst. 2023
Total AUM
$1.3B
Discretionary
$1.3B
96% of AUM
Avg account
$150M
Accounts
9
Employees
13
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
310532
Registered since
August 14, 2023
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Greenpoint Partners is a limited partnership formed as an investment manager focused primarily on pooled investment vehicles. Registered with the SEC in 2023, the firm structures and runs closed-end funds and similar vehicles, acting in sponsor and general partner roles for its products. Its stated classifications point to a dual emphasis on real estate and venture capital strategies, and it performs portfolio management for those pooled vehicles. Business operations also encompass commodity pool operator/commodity trading advisor (CPO/CTA) activity. Clients are institutional in nature and fees are charged on an asset-based schedule alongside other, unspecified fee arrangements. Greenpoint is not identified as a capital allocator and does not report active ESG investing. It operates under a domestic ownership structure and is not characterized as a multi-state adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Renee Winters

    Chief Compliance OfficerCRD 7972674

  • CHRISTOPHER GREEN

    Founder and CEOCRD 6424111

Contacts

2 of 2
  • DIANA SMIRNOV

    General CounselCRD 7775992

  • ANNE DYER

    PartnerCRD 6343679

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1330 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth