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GREAT POINT PARTNERS, LLC
GREAT POINT PARTNERS, LLC
GREENWICH, Connecticut
·
5 registered advisors
·
CRD# 158423
SEC# 801-73834
3
203-971-3300
01
Firm Overview
AUM
$2.0B
Regulatory assets under management
Employees
28
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at GREAT POINT PARTNERS, LLC
5 registered advisors
Adam Brian Felsenthal
GREENWICH, Connecticut
CRD# 7212547
Jeffrey Robert Jay
GREENWICH, Connecticut
CRD# 1757824
Kevin Penn
GREENWICH, Connecticut
CRD# 6468709
Ortav Daniel Yehudai
GREENWICH, Connecticut
CRD# 4432769
Ronald Marc Panzier
GREENWICH, Connecticut
CRD# 2515899
05
Office Locations
GREENWICH, Connecticut
5 advisors
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Data sourced from SEC Form ADV filings. GREAT POINT PARTNERS, LLC (CRD# 158423) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.