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| Keyboard |
| Clear Point Advisors Inc
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|
|---|---|
| CRD # | 111775 |
| SEC # | 801-55390 |
| CIK # | 0002010474 |
| AUM | 253.4 M (2026-03-26) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 631-333-2222 |
| Address | 1 Huntington Quadrangle Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 8.2 | ||
| State Street Corp | 4.8 | ||
| iShares Bitcoin Trust | 4.4 | ||
| Graniteshares Gold Trust | 4.3 | ||
| Apple Inc | 3.7 | ||
| Blackstone Senior Floating Rate Term Fund | 1.6 | ||
| Consolidated Edison Inc | 1.1 | ||
| Amazon Com Inc | 1.0 | ||
| WisdomTree Investments Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 26.8 |
| (b) Individuals (high net worth individuals) | 82 | 220.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 6.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 418 | 253.4 |
| By Discretionary | ||
| Discretionary | 418 | 253.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 418 | 253.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 251.6 | |
| Total | 418 | 253.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010474] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (3 non-US) |
| Serves | Institutional, Retail, Research |
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