Investment adviser · CRD 164015

CROW POINT INVESTMENT MANAGEMENT

Investment adviser filing (IA)

CROW POINT INVESTMENT MANAGEMENT, LLC

HINGHAM, MA, United States · Form ADV filed Jun 2, 2017

Regulatory AUM
$15M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CROW POINT PRINCIPAL PRESERVATION STRATEGIES, L. P.Liquidity Fund · Last reported Jun 2, 2017$15MGross asset value
Fund administrator GEMINI FUND SERVICES, LLC HAUPPAUGE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KAUFMAN ROSSIN MIAMI, Florida, United States
Custodian GEMINI FUND SERVICES, LLC HAUPPAGUE, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-7197082177
Reported beneficial owners
1
Minimum commitment
$5M

Form ADV 1106018 · Jun 2, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 2, 2017. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

25 RECREATION PARK DRIVE, SUITE 110
HINGHAM, MA, 02043-4256, United States

CRD 164015

Filing source

Form ADV 1106018 · Jun 2, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.