First Point Advisors LLC (New York)

First Point Advisors LLC is a large advisory firm based in New York. It manages $100 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005.

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

First Point Advisors: assets under management

The assets under management (AUM) of First Point Advisors LLC is $100 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay First Point Advisors LLC for their services and products based on a percentage of assets under management 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.

Careers at First Point Advisors LLC

Robin Mirianthopoulos joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Griffith King	Chief executive officer	1 Feb 2005	Other	4605732
Robin Mirianthopoulos	Chief compliance officer	1 Feb 2005	Other	4925093
Llc Flinn Management	Member	1 Feb 2005	50% - 75%	xxx-xx-xxxx
Llc Hamatha Management Company	Member	1 Feb 2005	50% - 75%	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence Flinn	Member	1 Feb 2005	75% - 100%	4925100

Based in New York

The principal office where First Point Advisors LLC performs its advisory services is located at 230 Park Avenue Suite 955, New York, NY 10169, 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 212-599-1702 or by fax 212-599-1752. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.