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 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

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