Goldpoint Partners LLC (New York)

Goldpoint Partners provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Goldpoint Partners: assets under management

The assets under management (AUM) of Goldpoint Partners LLC is $13 billion. The firm's AUM has grown by 56% since the beginning of its operation, and $7 of the total AUM is attributable to clients outside of the United States.

The firm manages $12.76 billion in discretionary accounts and $238.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $411.61 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $79.55 million.

Goldpoint Partners has custody of $5.03 billion in cash and securities for 31 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Goldpoint Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Goldpoint Partners serves?

The firm provides services to insurance companies and pooled investment vehicles. The largest group of clients of Goldpoint Partners is insurance companies with 1 clients and $7.97 billion of assets under management. Among the 7 most similar advisory firms, Goldpoint Partners has the highest percentage of insurance companies out of all clients.

The amount of regulatory assets under management is $13 billion for 34 clients. 25% of the firm’s clients are foreign persons or businesses.

Goldpoint Partners also advises several private funds. Namely, thirty three private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Goldpoint Partners LLC

The company employs 51 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in New York

The principal office where Goldpoint Partners LLC performs its advisory services is located at 299 Park Avenue, 37 Th Floor, New York, NY 10171, 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 212-576-6500 or by fax 212-576-5591. The normal business hours are 9:00am - 6:00pm on Monday - Friday. You can find more information about the New York firm at goldpointpartners.com and its LinkedIn profile.

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