LOCUST POINT CAPITAL

RIASEC RegisteredEst. 2017
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$396M
Accounts
4
Employees
43
Advisory reps
4

Firm details

Headquarters
MIAMI, Florida
CRD number
286689
Registered since
December 4, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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

Owners & executives

2 of 2
  • ERIC SMITH

    CEO and Managing Partner at Locust Point Capital, Inc.CRD 2403872

  • REBECCA ROWELL

    Chief Financial OfficerCRD 8245088

Contacts

2 of 2
  • ERICK MARIN

    General CounselCRD 7966311

  • DANIEL CONTARDI

    Founding PartnerCRD 5200123

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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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth