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| Great Point Wealth Advisors LLC
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|---|---|
| CRD # | 147082 |
| SEC # | 801-70479 |
| CIK # | 0001760304 |
| AUM | 725.8 M (2026-03-27) |
| 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 | 20.6 | ||
| Trebia Acquisition Corp | 18.3 | ||
| Fidelity Wise Origin Bitcoin Fund | 9.7 | ||
| Apple Inc | 4.4 | ||
| Global MOFY Metaverse Ltd | 4.3 | ||
| Microsoft Corp | 3.9 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Race Rock Multi-Strategy Fund LP | 2023-03-30 | 3.2 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 87.2 |
| (b) Individuals (high net worth individuals) | 245 | 580.4 |
| (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 | 1 | 3.0 |
| (g) Pension and profit sharing plans | 5 | 27.5 |
| (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 | 2 | 1.3 |
| (n) Other | 2 | 26.5 |
| Total | 1,218 | 725.8 |
| By Discretionary | ||
| Discretionary | 1,216 | 701.3 |
| Non-Discretionary | 2 | 24.5 |
| Total | 1,218 | 725.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 725.8 | |
| Total | 1,218 | 725.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001760304] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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|
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|
Covision Advisors LLC
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|
Black Swift Group LLC
✚
|
CO | 694.1 M |