Larkin Point Investment Advisors LLC (Rumson)


Larkin Point Investment Advisors LLC is an investment adviser to an investment company based in Rumson. It manages $10.41 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New Jersey.

Larkin Point Investment Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Larkin Point Investment Advisors: assets under management

The assets under management (AUM) of Larkin Point Investment Advisors LLC is $10.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 107% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.41 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Larkin Point Investment Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Larkin Point Investment Advisors LLC

Damian Hubert Peter has been acting as President since 1 Sep 2013. Paul Charles Guidone joined the executive team most recently as the Co Cio.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Michael Lawrence Winchell Managing member 1 Jun 2012 Other 1855163
Larkin Point Capital Investors Llc Owner 1 Jun 2012 75% - 100% 46-0570621
Larkin Partners Llc Owner 1 Jun 2012 Other 26-1597217
Michael Winchell Cco/managing member 1 Jun 2012 Other 1855163
Llc Larkin Point Capital Investors Owner 1 Jun 2012 75% - 100% 46-0570621
Llc Larkin Partners Owner 1 Jun 2012 Other 26-1597217
Allison Gail Jaffe Cco 1 Jul 2013 Other 2391256
Damian Hubert Peter President 1 Sep 2013 Other 4385494
Michael F Breitenbach Chief risk officer 1 Oct 2014 Other 5275271
Paul Charles Guidone Co-cio 1 Apr 2015 Other 713471

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Donna Walker Winchell Member 1 Nov 2007 Other 6131811
Michael Lawrence Winchell Managing member/ majority owner 1 Nov 2007 50% - 75% 1855163
Michael Winchell Managing member/ majority owner 1 Nov 2007 50% - 75% 1855163
Megan Winchell Peter Member 1 Nov 2007 Other 6131817
Gregory Scott Winchell Member 1 Nov 2007 Other 5313892
Geoffrey Samuel Winchell Member 1 Nov 2007 Other 6131821

Based in Rumson

The principal office where Larkin Point Investment Advisors LLC performs its advisory services is located at 36 Bingham Avenue, Rumson, NJ 07760, 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 732 852 8998 or by fax 732 204 0212. The normal business hours are 8:30 a.m. -5:30 p.m. on Monday - Friday. You can find more information about the New York firm at larkinpoint.com.