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| Happy Holidays!! thanks for using AUM13F!! |
| Clear Point Advisors Inc
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|---|---|
| CRD # | 111775 |
| SEC # | 801-55390 |
| CIK # | 0002010474 |
| AUM | $231.2 M (2025-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 631-333-2222 |
| Address | 1 Huntington Quadrangle Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Graniteshares Gold Trust | 3.1 | ||
| Apple Inc | 2.3 | ||
| Amazon Com Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 14.4 |
| (b) Individuals (high net worth individuals) | 95 | 211.5 |
| (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 | 5.2 |
| (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 | 556 | 231.2 |
| By Discretionary | ||
| Discretionary | 556 | 231.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 556 | 231.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.9 | |
| United States Persons | 226.2 | |
| Total | 556 | 231.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010474] |
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