Yieldpoint

RIASEC RegisteredEst. 2025
Total AUM
$206M
Discretionary
$206M
100% of AUM
Avg account
$206M
Accounts
1
Employees
2
Advisory reps
1

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

FINTRX

Overview

Yieldpoint is organized as a limited partnership that operates a hedge fund focused on institutional investors. The firm is registered with the SEC as of 2025 and functions as a commodity pool operator/commodity trading advisor (CPO/CTA), providing portfolio management for pooled investment vehicles. Yieldpoint typically charges a combination of asset-based and performance fees and serves as sponsor, general partner, or managing member of the pooled vehicles it runs. The firm is not characterized as an ESG investor and does not act primarily as a capital allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Nathaniel Polachek

    Managing PartnerCRD 3226987

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
3 Columbus Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth