LOCUST POINT CAPITAL
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 286689
- Registered since
- December 4, 2017
- Website
- www.locustpointcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Locust Point Capital is a privately owned corporate advisory firm that has been SEC-registered since 2017 and serves institutional clients. It primarily provides portfolio management for pooled investment vehicles and acts in sponsor/GP and CPO/CTA roles for those vehicles. The firm charges both a percentage-of-AUM fee and performance-based fees and describes itself as an active ESG investor. It is not set up as a multi-state adviser or as a capital allocator to third-party managers; instead, its activity centers on managing its own pooled funds.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2ERIC SMITH
CEO and Managing Partner at Locust Point Capital, Inc.CRD 2403872
REBECCA ROWELL
Chief Financial OfficerCRD 8245088
Contacts
2 of 2ERICK MARIN
General CounselCRD 7966311
DANIEL CONTARDI
Founding PartnerCRD 5200123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 1395 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CREDICORP CAPITAL ADVISORS LLC
RIAMIAMI, FL
LESTE CAPITAL PARTNERS (FLORIDA), LLC
RIAMIAMI, FL
SIERRA CAPITAL LLC
RIAMIAMI, FL
VECTORGLOBAL IAG, INC.
RIAMIAMI, FL
FORA CAPITAL, LLC
RIAMIAMI, FL
EIGHTFOLD REAL ESTATE CAPITAL, L.P.
RIAMIAMI, FL