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 limited partnership operating as a hedge fund and registered with the SEC since 2015. The firm’s client base is institutional, and it provides portfolio management for pooled investment vehicles. Regulatory classifications indicate it also operates as a CPO/CTA, which suggests the capability to trade or oversee futures and other commodity-related instruments alongside its equity activity. Compensation is a mix of an asset-based management charge and performance-linked fees. The firm does not identify as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • DRU RASMUSSEN

    PrincipalCRD 6108773

  • SPENCER WHEELER

    PartnerCRD 5848347

  • AUSTIN HOLBROOK

    Limited PartnerCRD 5801287

Unlock 1 more contacts

Wealth teams

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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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ETF holdings

1 of 1

Active vs passive

$26.8M in ETFs

Passive

100%

$26.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ABRDN GOLD ETF TRUST (SGOL)Aberdeen InvestmentsPassiveCommodities Focused$26.8M600,000100.00%

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth