LONGPOINT PARTNERS LP

116 Huntington Ave.,
Suite 1001
Boston, Massachusetts 02116
Tel: 617.861.9760

About LONGPOINT PARTNERS LP

LONGPOINT PARTNERS LP, formally registered with the SEC as LONGPOINT PARTNERS LP. The firm was established in 10/04/2016. They have over 1 offices throughout the country.

LONGPOINT PARTNERS LP is a Boston, Massachusetts based Financial Planning firm with nearly $3,909,048,067 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283800
SEC#	801-108480
Assets Managed by Firm	$3,909,048,067
No. of Clients	7
No. of Advisors	27

Fee Structure

A percentage of AUM
Performance Based
Other (ACQUISITION, DISPOSITION, AND FINANCING & % OF OPERATING INCOME)

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$3,909,048,067

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