Pointstate Capital LP (New York)


Pointstate Capital LP is a large advisory firm based in New York. It manages $10.75 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Pointstate Capital 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.

Pointstate Capital: assets under management

The assets under management (AUM) of Pointstate Capital LP is $10.75 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 57% since the beginning of its operation, and $8.41 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $10.75 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.19 billion each.
Pointstate Capital has custody of $10.75 billion in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pointstate Capital LP 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.

What kind of clients Joshua David Samuelson serves?

The only and largest group of clients of Joshua David Samuelson is pooled investment vehicles with 9 clients and $10.75 billion of assets under management. Among the 5 most similar advisory firms, Pointstate Capital has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $10.75 billion for 9 clients. 67% of the firm’s clients are foreign persons or businesses.

Pointstate Capital also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Pointstate Capital LP

The company employs 74 people that are either part- or full-time employees. 64 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.

Joshua David Samuelson has been acting as President since 1 Aug 2014. Brian Austin Holmes joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Pointstate Capital Gp Llc General partner 1 Oct 2010 Other 32-0320188
Sean Evans Cullinan Limited partner; chairman and chief executive officer; managing member of pointstate capital gp llc 1 Oct 2010 Other 6026083
William Joseph Fenrich Managing director; general counsel; chief compliance officer 1 Dec 2010 Other 2228437
John Robert Franke Limited partner 1 Jan 2011 Other 6026138
Kenan Turnacioglu Limited partner 1 Jan 2011 Other 4102344
Joshua David Samuelson Limited partner 1 Jan 2011 Other 2721495
Zachary Jared Schreiber Limited partner 1 Jan 2011 50% - 75% 6026157
Bradley Michael Sanford Chief financial officer 1 May 2011 Other 6026108
Zachary Jared Schreiber Chairman, chief executive officer, chief investment officer, managing member of pointstate capital gp, llc 1 Jun 2012 50% - 75% 6026157
Joshua David Samuelson Vice chairman 1 Jun 2012 Other 2721495
William Joseph Fenrich Chief operating officer 1 Jan 2013 Other 2228437
David Lee Gunton Chief compliance officer; deputy general counsel 1 Feb 2013 Other 6176425
Bradley Michael Sanford Chief compliance officer 1 Apr 2014 Other 6026108
Joshua David Samuelson President 1 Aug 2014 Other 2721495
Kenan Turnacioglu Vice chairman 1 Aug 2014 Other 4102344
Alfred John Barbagallo Managing director, general counsel 1 Aug 2014 Other 6019880
Brian Austin Holmes Chief compliance officer 1 Nov 2014 Other 3030826

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Zachary Jared Schreiber Member 1 Oct 2010 50% - 75% 6026157

Based in New York

The principal office where Pointstate Capital LP performs its advisory services is located at 40 West 57 Th Street, New York, NY 10019, 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 212-830-7000 or by fax 212-621-5700. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.