Iniciar sesión Regístrese gratis

Frontpoint Partners, L.P. (Greenwich)


Frontpoint Partners, L.P. is a large advisory firm based in Greenwich. It manages $165.49 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Connecticut.

Logo

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

Frontpoint Partners: assets under management

The assets under management (AUM) of Frontpoint Partners, L.P. is $165.49 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $165.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.6 million each.
Frontpoint Partners has custody of $165.49 million in cash and securities for 36 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Frontpoint Partners, L.P. 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.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Morgan Stanley Shareholder 1 Nov 1995 75% - 100% 36-3185972
Ms Holdings Incorporated Shareholder 1 Dec 2006 75% - 100% 13-3862832
Tam Investment Holdings Inc. Partner 1 Mar 2011 75% - 100% 22-3844211
Michael John Kelly Member 1 Mar 2011 50% - 75% 2554617
Daniel Eugene Waters Member 1 Mar 2011 50% - 75% 2166312

Based in Greenwich

The principal office where Frontpoint Partners, L.P. performs its advisory services is located at Two Greenwich Plaza, Greenwich, CT 06830, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-622-5200 or by fax 203-622-5230. The normal business hours are 8am to 5:30pm on Monday - Friday. You can find more information about the New York firm at www.fppartners.com.


Registered investment advisers similar to Frontpoint Partners, L.P.