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Great Point Investors, LLC (Boston)


Great Point Investors, LLC is a large advisory firm based in Boston. It manages $747.1 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

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Great Point Investors provides portfolio management for businesses and institutional clients and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Great Point Investors: assets under management

The assets under management (AUM) of Great Point Investors, LLC is $747.1 million. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $293.31 million in discretionary accounts and $453.79 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $293.31 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $453.79 million.
Great Point Investors has custody of $15 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Great Point Investors, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Great Point Investors, LLC performs its advisory services is located at Two Center Plaza, Boston, MA 02108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-526-8800 or by fax 617-526-8810. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at gpinvestors.com.


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