CROW POINT PARTNERS, LLC

BOSTON, Massachusetts·4 registered advisors·CRD# 141836

SEC# 801-671840617-951-9390

01

Firm Overview

AUM

$274M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Performance-based fees

03

Specialties

Investment Management Retirement Planning Wealth Management

04

Advisors at CROW POINT PARTNERS, LLC

4 registered advisors

Amitabh Chandra

HINGHAM, Massachusetts

James Bernard Craver

BOSTON, Massachusetts

Paul Richard Decaprio

BOSTON, Massachusetts

Timothy Paul O'brien

BOSTON, Massachusetts

05

Office Locations

BOSTON, Massachusetts

HINGHAM, Massachusetts

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Data sourced from SEC Form ADV filings. CROW POINT PARTNERS, LLC (CRD# 141836) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.