MILL POINT CAPITAL LLC

RIASEC RegisteredEst. 2017
Total AUM
$3.5B
Discretionary
$3.5B
100% of AUM
Avg account
$392M
Accounts
9
Employees
33
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
290266
Registered since
November 6, 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

Mill Point Capital LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2017. The firm operates as a private equity sponsor and general partner, advising pooled investment vehicles and serving an institutional client base. Its business model centers on managing pooled private equity funds rather than acting as a broad capital allocator; the firm also uses third‑party managers in its program. Compensation includes both a percentage of assets under management and performance‑based fees. Mill Point does not characterize itself as an active ESG investor and is not designated a multi‑state adviser.

Assets & Accounts

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

Owners & executives

1 of 1
  • TIMOTHY CHIZAK

    Chief Financial Officer & Chief Compliance OfficerCRD 5770308

Contacts

2 of 2
  • MICHAEL DURAN

    Founder & Managing PartnerCRD 2690700

  • DUSTIN SMITH

    Managing PartnerCRD 6865766

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

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
1177 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth