Crow Point Partners, LLC is a large advisory firm based in Hingham. It manages $920.95 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Massachusetts.
Crow Point Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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.
The assets under management (AUM) of Crow Point Partners, LLC is $920.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Crow Point Partners, LLC for their services and products based on a percentage of assets under management. 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.
The firm provides services to investment companies, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Crow Point Partners is investment companies with 9 clients and $867.19 million of assets under management. Among the 12 most similar advisory firms, Crow Point Partners has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $920.95 million for 17 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Crow Point Partners doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 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.
The principal office where Crow Point Partners, LLC performs its advisory services is located at 25 Recreation Park Drive, Hingham, MA 02043 4256, which is also the mailing address of the firm. An additional office of the firm is in Briarcliff Manor, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-875-3185 or by fax 781-875-3189. The normal business hours are 9:00 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at crowpointpartners.com.