A complete list of active advisors currently associated with Little Point Capital, LLC
Warmer can help you find a great advisor at Little Point Capital, LLC or one who fits your needs even better.
Little Point Capital is a fee-based investment adviser that provides discretionary portfolio management primarily for high-net-worth individuals. The firm manages a very small, concentrated set of client accounts and conducts trades under authority granted by clients to implement its strategies. Its investment process emphasizes market and technical analysis alongside credit-level research, including review of offering circulars, continuing disclosure and trading history to assess specific credits and portfolio composition. Accounts are managed through client-selected custodians, and the firm recommends a major broker-dealer for execution and reporting while disclosing access to that broker’s proprietary research tools. Compared with many peers, Little Point Capital focuses on truly high-net-worth relationships rather than serving non‑HNW individual clients and maintains a concentrated client base under active discretionary management. It also does not vote client proxies (clients retain voting responsibility) and reports no affiliations with other financial institutions.
To learn more about the advisors currently working at Little Point Capital, 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.
Name |
Location |
Years of experience |
|---|---|---|
Riverside, CT
| 15
|
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