STRAIGHTPOINT CAPITAL LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Lexington, Massachusetts
CRD number
175109

Firm profile

FINTRX

Overview

Straightpoint Capital LLC operates as a compact investment manager organized as a limited liability company that serves as sponsor, general partner and managing member of pooled investment vehicles. Its primary activity is running at least one private investment fund rather than maintaining a broad roster of retail advisory clients. The firm's structure and reported roles point to a manager-focused business model: it raises and governs a pooled vehicle, sets investment policy for that vehicle, and carries GP responsibilities such as portfolio construction, capital deployment and manager-level risk oversight. Reporting indicates the firm is not positioned as a multi-state registered advisor or an active ESG investor; instead its footprint centers on private fund management and sponsor/GP responsibilities. That orientation suggests decision-making and client relationships are mediated through the fund vehicle rather than through traditional advisory accounts.

Assets & Accounts

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

Contacts

1 of 1
  • GREGORY POULOS

    PrincipalCRD 2774234

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

Lexington, MA

MIDDLESEX

Location

Lexington, MA

Headquartered in Lexington, 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
MIDDLESEX
Address
1666 Massachusetts Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth