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GREAT POINT PARTNERS, LLC

165 Mason Street
3rd Floor
Greenwich, Connecticut 06830
Tel: 203-971-3300

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About GREAT POINT PARTNERS, LLC

GREAT POINT PARTNERS, LLC, formally registered with the SEC as GREAT POINT PARTNERS, LLC. The firm was established in 03/30/2012. They have over 4 offices throughout the country.

GREAT POINT PARTNERS, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $1,988,112,264 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158423
SEC#801-73834
Assets Managed by Firm$1,988,112,264
No. of Clients20
No. of Advisors28

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total20$1,988,112,264
Other investment advisers1$61,682,483

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