Great Point Wealth Advisors, LLC
● SEC registered since 2009CRD 147082SEC# 801-70479Boston, MA
Ranks #3,415 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$725.8M
Fund GAV
$3.2M
Private funds
1
Employees
5
Accounts
1,218
Location
Boston, MA
Great Point Wealth Advisors, LLC assets under management
Great Point Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2009. It reports $725.8 million in regulatory assets under management and employs 5 people. Great Point Wealth Advisors, LLC manages 1 private fund with combined gross assets of $3.2 million, including Race Rock Multi-Strategy Fund LP. By regulatory assets, it ranks 3,415 of 6,004 private fund managers.
Great Point Wealth Advisors, LLC private funds
1 funds · $3.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Race Rock Multi-Strategy Fund LP | Hedge | $3.2M | $150K |
Great Point Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter Vincent Disch Control | Managing Member & Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Great Point Wealth Advisors, LLC manage?
Great Point Wealth Advisors, LLC reports $725.8 million in regulatory assets under management on its Form ADV.
How many private funds does Great Point Wealth Advisors, LLC manage?
Great Point Wealth Advisors, LLC manages 1 private funds with combined gross assets of $3.2 million.
How many employees does Great Point Wealth Advisors, LLC have?
Great Point Wealth Advisors, LLC reports 5 employees.
Where is Great Point Wealth Advisors, LLC located?
Great Point Wealth Advisors, LLC is based in Boston, MA and has been SEC-registered since 2009.
Does Great Point Wealth Advisors, LLC disclose fund performance?
Great Point Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One International Place, Suite 4520, Boston, MA 02110 |
| Phone | (617) 585-0050 |
| Fax | (617) 507-6036 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$725.8M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
AUM vs fund managersTop 57%
Larger than 43% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$725.8Mregulatory AUM
Discretionary $701.3MNon-discretionary $24.5M