THIRD POINT LLC

RIASEC RegisteredEst. 2006
Total AUM
$28.7B
Discretionary
$28.2B
98% of AUM
Avg account
$416M
Accounts
69
Employees
143
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
137927
Registered since
January 12, 2006
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles83.44%
  • Insurance Companies7.33%
  • Other6.97%
  • Other Investment Advisers2.24%
  • State / Municipal Government0.02%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Third Point LLC is a multi-strategy investment manager registered with the SEC since 2006 that serves institutional clients. The firm is organized as an LLC and runs hedge fund and private equity strategies alongside securitized-asset management, and it also operates as a commodity pool operator/commodity trading adviser. Compensation mixes management fees tied to assets and performance fees. The manager identifies as an active ESG investor and provides portfolio management for pooled vehicles and for businesses or institutions.

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

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 38%, Investment Grade Corp Bonds 37%, Other 17%, Cash & Cash Equivalents 8%38%
  • Non-Investment Grade Corp Bonds38%
  • Investment Grade Corp Bonds37%
  • Other17%
  • Cash & Cash Equivalents8%

Owners & executives

3 of 3
  • JANA TSILMAN

    Chief Compliance OfficerCRD 5108049

  • RICHARD HAAS

    CFOCRD 5065291

  • DANIEL LOEB

    Chief Executive Officer & Chief Investment OfficerCRD 2141296

Contacts

2 of 2
  • JOSHUA TARGOFF

    PresidentCRD 4718811

  • IAN WALLACE

    PartnerCRD 1495130

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$56.2M in ETFs

Passive

100%

$56.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$40.9M95,00072.72%

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
55 Hudson Yards
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth