Allocator Index · CRD 147082

GREAT POINT WEALTH ADVISORS, LLC

Boston, MA · (617) 585-0050 · linkedin.com/company/great-point-wealth-advisors-llc

SEC IAPD record ↗

Fit score

80

aum $250M-$3.0B+22
any_private_fund+22
hnw>=200+20
hnw_majority+8
employees 3-60+8

HNW clients

245

Other individuals

207

HNW assets

$580.4M

Total AUM

$725.8M

Employees

5

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

Fund	Type	Gross asset value
RACE ROCK MULTI-STRATEGY FUND LP	Hedge Fund	$3.2M