NINEPOINT PARTNERS LP

RIASEC RegisteredEst. 2017
Total AUM
$4.4B
Discretionary
$4.4B
100% of AUM
Avg account
$101M
Accounts
44
Employees
95
Advisory reps
3

Firm details

Headquarters
TORONTO ONTARIO,
CRD number
289068
Registered since
September 26, 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

Ninepoint Partners LP is a limited partnership that serves primarily institutional clients through portfolio management for pooled investment vehicles. The firm operates with a fee structure that combines a percentage of assets under management and performance-based fees, and it carries CPO/CTA responsibilities consistent with active management of pooled and commodity-related strategies. Ninepoint shows a clear tilt toward active equity management at the 13F level while also sponsoring and managing private pooled funds. The firm is not an active ESG investor and maintains a broker-dealer affiliation as part of its business activity mix.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

2 of 2
  • JOHN WILSON

    Co-CEO, Managing Partner, Senior Portfolio ManagerCRD 4440637

  • JAMES FOX

    Co-CEO, Managing PartnerCRD 5084558

Contacts

1 of 1
  • KIRSTIN MCTAGGART

    PartnerCRD 5998638

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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ETF holdings

1 of 3

Active vs passive

$39.5M in ETFs

Passive

100%

$39.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$33.3M48,80084.23%

Location

Primary office

TORONTO ONTARIO, null

Location

TORONTO ONTARIO, null

Headquartered in TORONTO ONTARIO, null.

Address
Royal Bank Plz S Tower
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth