Great Point Investors, LLC is a large advisory firm based in Boston. It manages $747.1 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.
Great Point Investors provides portfolio management for businesses and institutional clients and pension consulting services. 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 Great Point Investors, LLC is $747.1 million. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Great Point Investors, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Great Point Investors, LLC performs its advisory services is located at Two Center Plaza, Boston, MA 02108, 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 617-526-8800 or by fax 617-526-8810. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at gpinvestors.com.