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| Happy Holidays!! thanks for using AUM13F!! |
| Great Point Advisors LLC
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|---|---|
| CRD # | 307477 |
| SEC # | 801-118231 |
| CIK # | |
| AUM | $45.1 M (2025-03-27) |
| Employees | 22 (91% Investors, 91% Brokers) |
| Phone | 312-356-4875 |
| Address | 200 W Jackson Blvd 1000 Chicago, IL 60606 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 18.3 |
| (b) Individuals (high net worth individuals) | 19 | 26.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 149 | 45.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 149 | 45.1 |
| Total | 149 | 45.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 45.1 | |
| Total | 149 | 45.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Area Planning Group LLC
✚
|
DC | 0.0 |
|
Azura Partners US LLC
✚
|
NY | 0.0 |
|
Alera Retirement Advisors LLC
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|
NY | 0.0 |
|
Ancora West Advisors LLC
✚
|
NV | 0.0 |
|
Romen Capital Management LLC
✚
|
0.0 | |
|
Barzideh & Nadeau Wealth Management LLC
✚
|
IL | 0.0 |
|
KPC Terrapin Group LLC
✚
|
NY | 0.0 |
|
Tanaka Capital Management Inc
✚
|
NY | 0.0 |
|
Build Asset Management LLC
✚
|
MO | 0.0 |
|
Valoir Wealth LLC
✚
|
0.0 |