|
⚲
|
| Clear Point Advisors Inc
✚
| |
|---|---|
| CRD # | 111775 |
| SEC # | 801-55390 |
| CIK # | 0002010474 |
| AUM | $216.4 MM (2024-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 631-333-2222 |
| Address | 1 Huntington Quadrangle Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 2.5 | |
| BAR | 1.9 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 25.2 |
| (b) Individuals (high net worth individuals) | 81 | 185.7 |
| (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 | 5 | 5.5 |
| (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 | 582 | 216.4 |
| By Discretionary | ||
| Discretionary | 582 | 216.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 582 | 216.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 214.3 | |
| Total | 582 | 216.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002010474] |
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