Larkin Point Investment Advisors LLC (Rumson)

Name: Larkin Point Investment Advisors LLC
Address: 36 Bingham Avenue, Rumson, NJ, 07760
Telephone: 732 852 8998

Larkin Point Investment Advisors LLC is an investment adviser to an investment company based in Rumson. It manages $10.41 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New Jersey.

Larkin Point Investment Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Larkin Point Investment Advisors: assets under management

The assets under management (AUM) of Larkin Point Investment Advisors LLC is $10.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 107% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.41 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Larkin Point Investment Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Larkin Point Investment Advisors LLC

Damian Hubert Peter has been acting as President since 1 Sep 2013. Paul Charles Guidone joined the executive team most recently as the Co Cio.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Lawrence Winchell	Managing member	1 Jun 2012	Other	1855163
Larkin Point Capital Investors Llc	Owner	1 Jun 2012	75% - 100%	46-0570621
Larkin Partners Llc	Owner	1 Jun 2012	Other	26-1597217
Michael Winchell	Cco/managing member	1 Jun 2012	Other	1855163
Llc Larkin Point Capital Investors	Owner	1 Jun 2012	75% - 100%	46-0570621
Llc Larkin Partners	Owner	1 Jun 2012	Other	26-1597217
Allison Gail Jaffe	Cco	1 Jul 2013	Other	2391256
Damian Hubert Peter	President	1 Sep 2013	Other	4385494
Michael F Breitenbach	Chief risk officer	1 Oct 2014	Other	5275271
Paul Charles Guidone	Co-cio	1 Apr 2015	Other	713471

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Donna Walker Winchell	Member	1 Nov 2007	Other	6131811
Michael Lawrence Winchell	Managing member/ majority owner	1 Nov 2007	50% - 75%	1855163
Michael Winchell	Managing member/ majority owner	1 Nov 2007	50% - 75%	1855163
Megan Winchell Peter	Member	1 Nov 2007	Other	6131817
Gregory Scott Winchell	Member	1 Nov 2007	Other	5313892
Geoffrey Samuel Winchell	Member	1 Nov 2007	Other	6131821

Based in Rumson

The principal office where Larkin Point Investment Advisors LLC performs its advisory services is located at 36 Bingham Avenue, Rumson, NJ 07760, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732 852 8998 or by fax 732 204 0212. The normal business hours are 8:30 a.m. -5:30 p.m. on Monday - Friday. You can find more information about the New York firm at larkinpoint.com.