Altpoint Capital Partners LLC (Greenwich)

Name: Altpoint Capital Partners LLC
Address: 600 Steamboat Road, Greenwich, CT, 06830
Telephone: 203-769-7800

Altpoint Capital Partners LLC is a large advisory firm based in Greenwich. It manages $287.66 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012.

Altpoint Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Altpoint Capital Partners: assets under management

The assets under management (AUM) of Altpoint Capital Partners LLC is $287.66 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $287.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $41.09 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Altpoint Capital Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Altpoint Capital Partners serves?

The only and largest group of clients of Altpoint Capital Partners is pooled investment vehicles with 7 clients and $287.66 million of assets under management. Among the 5 most similar advisory firms, Altpoint Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $287.66 million for 7 clients. None of the firm’s clients are foreign persons or businesses.

Altpoint Capital Partners also advises several private funds. Namely, two private equity funds and three venture capital funds. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.

Careers at Altpoint Capital Partners LLC

The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jacob Ernest Comer joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Altpoint Capital Holdings Llc	Member	1 May 2006	Other	20-4896720
Kendell Derek Pease	General counsel and chief compliance officer	1 Oct 2006	Other	6026461
Eric Wui Hong Chan	Chief financial officer	1 Nov 2006	Other	6026462
Guerman Aliev	Chief executive officer	1 Jun 2009	75% - 100%	6026450
Prabhkirat Singh Narula	Managing director	1 Jun 2009	Other	4044446
Gerald Thomas Banks	Managing partner	1 Jun 2009	75% - 100%	6026450
Brett Alan Pertuz	Managing director	1 Oct 2009	Other	6026460
Andrew Grapkowski	Managing director	1 Sep 2013	Other	4014980
Bamoulco Investments Limited	Member	1 Dec 2016	Other	foreign entity
Samir Mohin	Senior vice president - finance	1 Mar 2017	Other	6924360
Jacob Ernest Comer	Chief compliance officer	1 Oct 2018	Other	6050309

Indirect Owners

The SEC currently registers 9 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Altpoint Holdings (Delaware) Inc.	Sole member	1 May 2006	75% - 100%	14-1965194
Zilina Limited	Majority owner	1 May 2006	75% - 100%	foreign entity
Vladimir Olegovich Potanin	Majority owner	1 Sep 2007	75% - 100%	5422856
Interros International Investments Limited	Majority owner	1 Jul 2008	75% - 100%	foreign entity
Vladimir Olegovich Potanin	Majority owner	1 Jun 2014	75% - 100%	5422856
Olderfrey Holdings Limited	Majority owner	1 Jun 2014	75% - 100%	foreign entity
Olderfrey Holdings Limited	Majority owner	1 Jul 2014	75% - 100%	foreign entity
Whiteleave Holdings Limited	Majority owner	1 Oct 2014	75% - 100%	foreign entity
Vladimir Olegovich Potanin	Majority owner	1 Oct 2014	75% - 100%	5422856

Based in Greenwich

The principal office where Altpoint Capital Partners LLC performs its advisory services is located at 600 Steamboat Road, Greenwich, CT 06830, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-769-7800. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at altpointcapital.com.