BAR POINT MANAGEMENT LIMITED PARTNERSHIP
Adviser information for BAR POINT MANAGEMENT LIMITED PARTNERSHIP last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-130077 |
|---|---|
| SEC ERA File Number | 801-130077 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 329020 |
| Legal Entity Identifier | None |
Principal Office
38 NEWBURY ST.5TH FLOOR
BOSTON
MA
United States
Monday - Friday, 9 A.M - 5 PM
Tel: 617-466-7749, Fax: None
Chief Compliance Officer
JONATHAN RANKIN
CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER
38 NEWBURY ST
5TH FLOOR
BOSTON
MA
United States
Tel:
617-466-7736
J*******@*******************M
(Full email address available in API data)
Industry Affiliates
| BAR POINT PARTNERS GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Pluhar, James | Individual | – | MANAGING PARTNER | 05/2023 | > 75% |
| Rankin, Jonathan | Individual | – | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER,CHIEF COMPLIANCE OFFICER | 08/2023 | < 5% |
| BAR POINTMANAGEMENT GP LLC | Domestic Entity | – | GENERAL PARTNER | 05/2023 | < 5% |
| Pluhar, James | Individual | BAR POINTMANAGEMENT GP LLC | MANAGING MEMBER | 05/2023 | > 75% |