YIELDPOINT
Firm details
- Headquarters
- New York, New York
- CRD number
- 311859
- Registered since
- July 28, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Yieldpoint operates as a limited partnership organized as a hedge fund and positions itself as a manager of pooled investment vehicles for institutional clients. The firm is registered with the SEC in 2025 and carries out CPO/CTA-type activities while also acting as sponsor, general partner, or managing member of the pooled vehicles it runs. Its advisory role is focused on portfolio management for those pooled structures rather than on direct retail advisory relationships. Compensation is a combination of an asset-based fee and performance-linked fees, consistent with traditional hedge fund economics. Yieldpoint is not flagged as an active ESG investor, is not described as a capital allocator to external managers, and is recorded as serving a primarily domestic client base.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1NATHANIEL POLACHEK
Managing PartnerCRD 3226987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 3 Columbus Cir
- Time zone
- ET (UTC-5)
- Office locations
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