STILLPOINT INVESTMENTS LP

RIASEC RegisteredEst. 2022
Total AUM
$170M
Discretionary
$170M
100% of AUM
Avg account
$56.6M
Accounts
3
Employees
6
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
318718
Registered since
March 16, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stillpoint Investments LP is a limited partnership operating as a hedge fund and registered with the SEC in 2022. The firm functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and serves as sponsor, general partner and managing member of at least one pooled investment vehicle. Its client base is institutional, and the firm uses a traditional hedge-fund fee model that combines a percentage-of-assets management fee with performance-based fees. Stillpoint is not positioned as an ESG-focused adviser and it is not structured as a multi-state adviser. Investment activity is concentrated through a single pooled vehicle structure. The firm’s advisory role centers on portfolio management for that vehicle, which allows it to implement active strategies typical of CPO/CTA managers — including use of derivatives and programmatic exposures when appropriate — while also employing allocations to third-party alternative managers to broaden strategy access.

Assets & Accounts

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

Owners & executives

2 of 2
  • Eric Wong

    Founder and CIOCRD 7499519

  • JOHN SOBRAL

    COOCRD 4836419

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
250 W 55th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth