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Great Point Wealth Advisors, LLC

● SEC registered since 2009CRD 147082SEC# 801-70479Boston, MA
Export (members)
Ranks #3,274 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$627.5M
Fund GAV
$533K
Private funds
1
Employees
5
Accounts
1,137
Location
Boston, MA

Great Point Wealth Advisors, LLC assets under management

Great Point Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2009. It reports $627.5 million in regulatory assets under management and employs 5 people. Great Point Wealth Advisors, LLC manages 1 private fund with combined gross assets of $532,507, including Race Rock Multi-Strategy Fund LP. By regulatory assets, it ranks 3,274 of 5,911 private fund managers.

Great Point Wealth Advisors, LLC private funds

1 funds · $533K GAV
FundTypeGross assetsMin.
Race Rock Multi-Strategy Fund LPHedge$533K$150K

Great Point Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Peter Vincent Disch ControlManaging Member & Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Great Point Wealth Advisors, LLC manage?

Great Point Wealth Advisors, LLC reports $627.5 million in regulatory assets under management on its Form ADV.

How many private funds does Great Point Wealth Advisors, LLC manage?

Great Point Wealth Advisors, LLC manages 1 private funds with combined gross assets of $532,507.

How many employees does Great Point Wealth Advisors, LLC have?

Great Point Wealth Advisors, LLC reports 5 employees.

Where is Great Point Wealth Advisors, LLC located?

Great Point Wealth Advisors, LLC is based in Boston, MA and has been SEC-registered since 2009.

Does Great Point Wealth Advisors, LLC disclose fund performance?

Great Point Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne International Place, Suite 4520, Boston, MA 02110
Phone(617) 585-0050
Fax(617) 507-6036
Office hours9:00 a.m. - 4:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$604.6M
Non-discretionary$22.9M
Total (RAUM)$627.5M

Service providers

Prime broker
Custodian
Administrator