Guardian Point Capital, LP

RIASEC RegisteredEst. 2015

Total AUM

$646M

Discretionary

$646M

100% of AUM

Avg account

$646M

Accounts

1

Employees

4

Advisory reps

4

Firm details

Headquarters: Charlottesville, Virginia
CRD number: 165053
Registered since: July 7, 2015
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Guardian Point Capital, LP is a privately organized hedge fund operating as a limited partnership and registered with the SEC since 2015. The firm serves institutional clients and acts as a commodity pool operator/commodity trading advisor (CPO/CTA), with advisory activity focused on portfolio management for pooled investment vehicles. Its compensation combines a percentage-of-assets fee with performance-based fees. The firm does not position itself as an ESG investor and is structured as a domestic entity/individual ownership mix.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Contacts

3 of 4

Dru Rasmussen
PrincipalCRD 6108773
Spencer Wheeler
PartnerCRD 5848347
Austin Holbrook
Limited PartnerCRD 5801287

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$20.1M in ETFs

Passive

100%

$20.1M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ABRDN GOLD ETF TRUST (SGOL)	Aberdeen Investments	Passive	Commodities Focused	$11.5M	300,000	56.93%

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Primary office

Charlottesville, VA

Charlottesville City

Location

Charlottesville, VA

Headquartered in Charlottesville, VA, in the South of the United States.

Region: South
County: Charlottesville City
Address: 240 W Main St
Time zone: ET (UTC-5)
Office locations

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