LONGPOINT PARTNERS LP

RIASEC RegisteredEst. 2016
Total AUM
$5.7B
Discretionary
$4.8B
83% of AUM
Avg account
$519M
Accounts
11
Employees
35
Advisory reps
5

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
283800
Registered since
October 4, 2016
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles83.29%
  • Other16.71%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Longpoint Partners LP is a privately organized limited partnership that operates as a real estate–focused investment manager serving institutional clients. Registered with the SEC in 2016, the firm primarily manages pooled investment vehicles and provides portfolio management services to businesses and institutionals rather than acting as a capital allocator to third-party strategies. Ownership is reported as a mix of a domestic entity and an individual. Longpoint functions as sponsor, general partner and managing member for its pooled vehicles and charges fees that include a percentage-of-AUM component plus performance-based fees and other fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Other 99%, Cash & Cash Equivalents 1%99%
  • Other99%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • THOMAS FLINN

    Partner and Chief Financial OfficerCRD 7890828

  • REID PARKER

    Founding Partner & Chief Compliance OfficerCRD 6647030

Contacts

3 of 3
  • ROBERT PROVOST

    Founding PartnerCRD 1547232

  • DWIGHT ANGELINI

    Founding PartnerCRD 3209407

  • NILESH BUBNA

    Founding Partner and Portfolio ManagerCRD 6647031

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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
116 Huntington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth