LONG POINT CAPITAL, INC
Adviser information for LONG POINT CAPITAL, INC last updated from Form ADV on March 21st, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| 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 | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 7 | $277.5M |
| Non-Discretionary | 0 | $0 |
| Total | 7 | $277.5M |
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 | 7 | $277.5M |
| 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 | 14 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based feesMONITORING FEES |
Identifiers
| SEC RIA File Number | 801-78299 |
|---|---|
| SEC ERA File Number | 801-78299 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163061 |
| Legal Entity Identifier | None |
Principal Office
1211 AVENUE OF THE AMERICAS29TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9AM-5PM
Tel: 212-593-1800, Fax: None
Websites
Chief Compliance Officer
RICHARD LIMARDO
CFO, CCO
1211 AVENUE OF THE AMERICAS
29TH FLOOR
NEW YORK
NY
United States
Tel:
212-593-1800
R*******@*******************M
(Full email address available in API data)
Regulatory Contact
IRA STARR
PRESIDENT
1211 AVENUE OF THE AMERICAS
29TH FLOOR
NEW YORK
NY
United States
Tel:
212-593-1800
I*****@*******************M
(Full email address available in API data)
Industry Affiliates
| CENTROLOGIC INVESTORS GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| LONG POINT CAPITAL PARTNERS III, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| LONG POINT CAPITAL PARTNERS IV, LP | Sponsor, GP, manager of pooled investment vehicles |
| LPC INVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WOOLPERT INVESTORS GP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ALLNORTH GROUP HOLDINGS, LLC | Private Equity Fund | $19.4M | $0.5M | 2 |
| CENTRILOGIC INVESTORS, LP | Private Equity Fund | $31.0M | $0.5M | 2 |
| LONG POINT CAPITAL CO-INVESTMENT FUND III, L.P. | Private Equity Fund | $24.5M | $0.5M | 3 |
| LONG POINT CAPITAL FUND III, L.P. | Private Equity Fund | $102.5M | $0.5M | 5 |
| LONG POINT CAPITAL FUND IV LP | Private Equity Fund | $19.4M | $0.5M | 1 |
| MNS INVESTORS, LLC | Private Equity Fund | $34.0M | $0.0M | 11 |
| WOOLPERT INVESTORS, LP | Private Equity Fund | $0.1M | $0.5M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STARR, IRA, (NMN) | Individual | – | PRESIDENT OF LONG POINT CAPITAL, INC | 09/1997 | 50-75% |
| LIMARDO, RICHARD, DOMINICK | Individual | – | CHIEF COMPLIANCE OFFICER OF LONG POINT CAPITAL, INC. | 03/2012 | < 5% |
| VON STROH, ERIC, STEPHEN | Individual | – | VICE PRESIDENT OF LONG POINT CAPITAL, INC. | 11/2014 | 50-75% |