Southpoint Capital Advisors LP

RIASEC RegisteredEst. 2012
Total AUM
$6.6B
Discretionary
$6.6B
100% of AUM
Avg account
$3.3B
Accounts
2
Employees
17
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
161754
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Southpoint Capital Advisors LP is a hedge fund organized as a limited partnership and registered with the SEC since 2012. The firm serves institutional clients and operates primarily as a manager of pooled investment vehicles, performing CPO/CTA functions and acting as sponsor, general partner or managing member for those vehicles. Its fee mix combines a percentage-of-assets charge with performance-based fees. Ownership is listed as a combination of a domestic entity and an individual. Southpoint is not identified as an active ESG investor, is not a multi-state adviser, and is not characterized as a capital allocator to third‑party managers.

Assets & Accounts

Public Holdings

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

2 of 2
  • Stefanie Donath

    Stefanie Donath

    Chief Compliance OfficerCRD 5064918

  • Anthony Buffalano

    Chief Financial OfficerCRD 4948851

Contacts

1 of 1
  • John Clark

    DirectorCRD 5064674

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
1114 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