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Building 2CROW POINT PARTNERS, LLC

Map pinBOSTON, MA
Phone617-951-9390
NotebookSEC #801-67184
Total AUM
$273.6M
Employees
4
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
280 SUMMER STREET
SUITE M1
BOSTON
MA 02210
United States
Operating Hours
9:00 AM TO 5:30 PM
Monday - Friday
Phone
617-951-9390

ReceiptFinancials

Total AUM
$273.6M
Accounts
9
Discretionary
$273.6M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
5
AUM
$33M
Investment Company Clients
9
AUM
$135M
Pooled Vehicle Clients
1
AUM
$1.2M
Pension/Profit Sharing Plan Clients
3
AUM
$4.4M
Investment Advisor Clients
4
AUM
$100M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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