POINT ALLERTON LLC
Firm details
- Headquarters
- HULL, Massachusetts
- CRD number
- 126144
- Registered since
- February 18, 2025
Firm profile
FINTRXOverview
Point Allerton LLC is an independent registered investment adviser operating as a limited liability company that positions itself as a capital allocator. The firm combines a concentrated public-equity approach with active use of private fund vehicles to gain exposure to illiquid strategies. Public equities and ETFs constitute the bulk of visible liquid holdings, while the firm also structures and advises private funds—most notably venture capital and hedge fund vehicles—allowing it to blend direct equity positions with third‑party alternative managers. The stance reflected in filings emphasizes concentrated stock bets alongside a programmatic allocation to private-market strategies and credit instruments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1THOMAS REILLY
Managing DirectorCRD 827625
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$55.7M in ETFs
89%
$49.8M
10%
$6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $11.5M | 33,477 | 20.63% |
Location
HULL, MA
PLYMOUTH
Location
HULL, MA
Headquartered in HULL, 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
- PLYMOUTH
- Address
- 67 Point Allerton Ave
- Time zone
- ET (UTC-5)
- Office locations
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