POINT ALLERTON LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HULL, Massachusetts
CRD number
126144
Registered since
February 18, 2025

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • THOMAS REILLY

    Managing DirectorCRD 827625

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 46

Active vs passive

$55.7M in ETFs

Passive

89%

$49.8M

Active

10%

$6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD WORLD FUND (MGK)VanguardPassiveLarge Growth$11.5M33,47720.63%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth