A complete list of active advisors currently associated with Fifth Point Advisors LLC

Warmer can help you find a great advisor at Fifth Point Advisors LLC or one who fits your needs even better.

Fifth Point Advisors LLC provides discretionary portfolio management to a small roster of clients, concentrating on high‑net‑worth individuals and a private pooled vehicle (Woodridge Capital LP), and also offers separately managed accounts that are governed by individualized Investment Policy Statements. Services include asset allocation, security selection, and regular portfolio monitoring, with quarterly reporting delivered through the custodian. The firm uses a mix of fundamental, quantitative, technical, charting and cyclical analysis and employs a range of strategies from long‑term investments to short sales, margin and equity options, including the use of derivatives in separately managed accounts. Fifth Point manages both performance‑based accounts (its private fund) and traditional asset‑based accounts on a discretionary basis and discloses policies intended to address side‑by‑side conflicts and to seek best execution. What distinguishes the firm from many solo independents is its role as sponsor/adviser to a private fund while operating with modest regulatory AUM and a very small client base, and its disclosure that it may recommend that pooled vehicle to suitable clients, a practice that gives rise to potential conflicts of interest. The firm also requires clients to use a specific custodian/broker‑dealer (Interactive Brokers) and deducts fees directly from client accounts, concentrating execution and operational arrangements relative to many peers.

To learn more about the advisors currently working at Fifth Point Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.