Flying Point Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Flying Point Asset Management provides ongoing discretionary portfolio management and prepares an individualized Investment Policy Statement for each client. It advises individuals, high-net-worth individuals, and trusts, managing roughly $55.7 million across 31 client accounts.
The firm combines fundamental, technical, charting and cyclical analysis and implements both long- and short-term trading strategies, including short sales and options writing, while generally investing in mutual funds, equities, bonds, ETFs, hedge funds, REITs and government securities. Clients grant written discretionary authority for trade execution, and accounts are reviewed at least monthly.
Distinctive features include an account minimum of $1,000,000 (waivable), an emphasis on higher-risk trading strategies (short sales and options) and use of technical/cyclical tools that are less common among similarly sized advisers. The adviser manages client assets in-house, requires use of its recommended custodian (Charles Schwab Advisor Services) and receives research/soft-dollar benefits from that custodian, while not participating in wrap programs or accepting third‑party sales compensation.
Client services
Expertise
Fee options
1.00% annually
Account minimum: $1,000,000
Main office
Chappaqua NY
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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