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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Great Point Wealth Advisors LLC
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|---|---|
| CRD # | 147082 |
| SEC # | 801-70479 |
| CIK # | 0001760304 |
| AUM | $627.5 M (2025-03-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 617-585-0050 |
| Address | One International Place Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bright Horizons Family Solutions Inc | 25.6 | ||
| Trebia Acquisition Corp | 15.1 | ||
| Microsoft Corp | 4.6 | ||
| Apple Inc | 4.1 | ||
| Global MOFY Metaverse Ltd | 4.0 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Race Rock Multi-Strategy Fund LP | 2023-03-30 | 0.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 43.6 |
| (b) Individuals (high net worth individuals) | 205 | 540.7 |
| (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 | 1 | 0.5 |
| (g) Pension and profit sharing plans | 6 | 19.8 |
| (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 | 2 | 22.9 |
| Total | 1,137 | 627.5 |
| By Discretionary | ||
| Discretionary | 1,135 | 604.6 |
| Non-Discretionary | 2 | 22.9 |
| Total | 1,137 | 627.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 627.5 | |
| Total | 1,137 | 627.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001760304] |
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|---|---|---|
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MS | 0.6 |
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Shah Capital Management Inc
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NC | 0.6 |
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Hollander Asset Management LLC
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PVG Asset Management Corp
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CO | 0.6 |
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Cabana LLC
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AR | 0.6 |
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Essex Investment Management Company LLC
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MA | 0.6 |