HEIGHTS POINT MANAGEMENT, LP

RIASEC RegisteredEst. 2021
Total AUM
$135M
Discretionary
$135M
100% of AUM
Avg account
$45.1M
Accounts
3
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
313849
Registered since
June 2, 2021
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles80.1%
  • Charitable Organizations19.9%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Heights Point Management, LP is a limited partnership that registers with the SEC and operates as a hedge fund manager focused on institutional clients. The firm was SEC-registered in 2021 and is owned by a domestic entity with individual ownership components. It performs commodity pool operator/commodity trading adviser activities and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Fees are charged as a percentage of assets under management and include performance-based compensation. Heights Point does not identify as an active ESG investor and is not reported as a multi-state adviser. Heights Point is also affiliated with sponsor/GP and managing-member roles for pooled vehicles and is recorded as an “other investment adviser” in industry affiliation data, indicating it both manages external capital and sponsors private pooled structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Michael Usinger

    Chief Operating OfficerCRD 7368154

Contacts

1 of 1
  • Brian Belke

    Managing PartnerCRD 7368169

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

FINTRX

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
295 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth