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GOLDPOINT PARTNERS LLC

Advisory

N·NEW YORK, NY

Data as of May 11, 2020 · Source: SEC Form ADV

Total AUM

$13.6B

1-Year AUM Growth

+4.4%

3-Year CAGR

+5.0%

Employees

18

Assets Under Management

Total AUM$13.6B

Discretionary AUM$13.4B

Non-Discretionary AUM$215M

Discretionary %98.4%

Total Clients—

Team

Total Employees18

Investment Advisers55

Employee Growth (1Y)—

Filing History

Total Filings on Record64

First FilingMar 13, 2002

Latest FilingMay 11, 2020

🔒 Full AUM trend chart and 64 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GOLDPOINT PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.