POINT ALLERTON LLC
CRD #126144 SEC #802-132216 QUINCY, MA 617-376-4750
State Registered Exempt Reporting Private Funds
Total AUM
$435.7M
Discretionary
$430.4M
Employees
6
Clients
0
Accounts
745
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2024 | $435.7M | $430.4M | $5.3M | 6 | 0 |
| Apr 2024 | $435.7M | $430.4M | $5.3M | 6 | 0 |
| Mar 2024 | $436.8M | $430.8M | $6M | 6 | 0 |
| Oct 2023 | $398.6M | $390.4M | $8.1M | 7 | 0 |
| May 2023 | $398.6M | $390.4M | $8.1M | 7 | 0 |
| Mar 2023 | $398.6M | $390.4M | $8.1M | 7 | 0 |
| Jan 2023 | $444.6M | $435.1M | $9.6M | 6 | 0 |
| Mar 2022 | $444.6M | $435.1M | $9.6M | 6 | 0 |
| Mar 2021 | $398.6M | $391.9M | $6.7M | 6 | 0 |
| Jul 2020 | $320.4M | $310.4M | $10.1M | 6 | 0 |
| Jun 2020 | $320.4M | $310.4M | $10.1M | 6 | 0 |
| Mar 2020 | $320.4M | $310.4M | $10.1M | 6 | 0 |
| Mar 2019 | $276.4M | $266M | $10.4M | 6 | 0 |
| Jan 2019 | $360.1M | $302.3M | $57.8M | 7 | 0 |
| Mar 2018 | $360.1M | $302.3M | $57.8M | 7 | 0 |
| Jan 2018 | $216.7M | $158.7M | $58M | 7 | 0 |
| Nov 2017 | $216.7M | $158.7M | $58M | 7 | 0 |
| Mar 2017 | $216.7M | $158.7M | $58M | 6 | 26 |
| Mar 2016 | $231M | $173.1M | $57.9M | 6 | 26 |
| Mar 2016 | $231M | $173.1M | $57.9M | 6 | 26 |
| Jan 2016 | $216.3M | $189.5M | $26.7M | 6 | 26 |
| Mar 2015 | $216.3M | $189.5M | $26.7M | 6 | 26 |
| May 2014 | $159.2M | $146M | $13.2M | 6 | 26 |
| Mar 2014 | $159.2M | $146M | $13.2M | 6 | 26 |
| Sep 2013 | $224.4M | $213.7M | $10.7M | 7 | 100 |
| Mar 2013 | $224.4M | $213.7M | $10.7M | 7 | 100 |
| Jul 2012 | $207.3M | $197.3M | $10.1M | 6 | 136 |
| May 2012 | $207.3M | $197.3M | $10.1M | 6 | 136 |
| Mar 2012 | $207.3M | $197.3M | $10.1M | 6 | 136 |
| Apr 2011 | $210.8M | $185M | $25.9M | 10 | -- |
| May 2010 | $149.7M | $149.7M | $0 | 10 | -- |
| Apr 2009 | $136.7M | $136.7M | $0 | 10 | -- |
| Mar 2009 | $136.7M | $136.7M | $0 | 10 | -- |
| Mar 2007 | $141.4M | $141.4M | $0 | 5 | -- |
| Sep 2005 | $96M | $96M | $0 | 5 | -- |
| Dec 2004 | $80.1M | $80M | $50K | 5 | -- |
| Mar 2004 | $80.1M | $80M | $50K | 5 | -- |
DateAug 2024
Total AUM$435.7M
Discretionary$430.4M
Non-Disc.$5.3M
Employees6
Clients0
DateApr 2024
Total AUM$435.7M
Discretionary$430.4M
Non-Disc.$5.3M
Employees6
Clients0
DateMar 2024
Total AUM$436.8M
Discretionary$430.8M
Non-Disc.$6M
Employees6
Clients0
DateOct 2023
Total AUM$398.6M
Discretionary$390.4M
Non-Disc.$8.1M
Employees7
Clients0
DateMay 2023
Total AUM$398.6M
Discretionary$390.4M
Non-Disc.$8.1M
Employees7
Clients0
DateMar 2023
Total AUM$398.6M
Discretionary$390.4M
Non-Disc.$8.1M
Employees7
Clients0
DateJan 2023
Total AUM$444.6M
Discretionary$435.1M
Non-Disc.$9.6M
Employees6
Clients0
DateMar 2022
Total AUM$444.6M
Discretionary$435.1M
Non-Disc.$9.6M
Employees6
Clients0
DateMar 2021
Total AUM$398.6M
Discretionary$391.9M
Non-Disc.$6.7M
Employees6
Clients0
DateJul 2020
Total AUM$320.4M
Discretionary$310.4M
Non-Disc.$10.1M
Employees6
Clients0
DateJun 2020
Total AUM$320.4M
Discretionary$310.4M
Non-Disc.$10.1M
Employees6
Clients0
DateMar 2020
Total AUM$320.4M
Discretionary$310.4M
Non-Disc.$10.1M
Employees6
Clients0
DateMar 2019
Total AUM$276.4M
Discretionary$266M
Non-Disc.$10.4M
Employees6
Clients0
DateJan 2019
Total AUM$360.1M
Discretionary$302.3M
Non-Disc.$57.8M
Employees7
Clients0
DateMar 2018
Total AUM$360.1M
Discretionary$302.3M
Non-Disc.$57.8M
Employees7
Clients0
DateJan 2018
Total AUM$216.7M
Discretionary$158.7M
Non-Disc.$58M
Employees7
Clients0
DateNov 2017
Total AUM$216.7M
Discretionary$158.7M
Non-Disc.$58M
Employees7
Clients0
DateMar 2017
Total AUM$216.7M
Discretionary$158.7M
Non-Disc.$58M
Employees6
Clients26
DateMar 2016
Total AUM$231M
Discretionary$173.1M
Non-Disc.$57.9M
Employees6
Clients26
DateMar 2016
Total AUM$231M
Discretionary$173.1M
Non-Disc.$57.9M
Employees6
Clients26
DateJan 2016
Total AUM$216.3M
Discretionary$189.5M
Non-Disc.$26.7M
Employees6
Clients26
DateMar 2015
Total AUM$216.3M
Discretionary$189.5M
Non-Disc.$26.7M
Employees6
Clients26
DateMay 2014
Total AUM$159.2M
Discretionary$146M
Non-Disc.$13.2M
Employees6
Clients26
DateMar 2014
Total AUM$159.2M
Discretionary$146M
Non-Disc.$13.2M
Employees6
Clients26
DateSep 2013
Total AUM$224.4M
Discretionary$213.7M
Non-Disc.$10.7M
Employees7
Clients100
DateMar 2013
Total AUM$224.4M
Discretionary$213.7M
Non-Disc.$10.7M
Employees7
Clients100
DateJul 2012
Total AUM$207.3M
Discretionary$197.3M
Non-Disc.$10.1M
Employees6
Clients136
DateMay 2012
Total AUM$207.3M
Discretionary$197.3M
Non-Disc.$10.1M
Employees6
Clients136
DateMar 2012
Total AUM$207.3M
Discretionary$197.3M
Non-Disc.$10.1M
Employees6
Clients136
DateApr 2011
Total AUM$210.8M
Discretionary$185M
Non-Disc.$25.9M
Employees10
Clients--
DateMay 2010
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$136.7M
Discretionary$136.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$136.7M
Discretionary$136.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$80.1M
Discretionary$80M
Non-Disc.$50K
Employees5
Clients--
DateMar 2004
Total AUM$80.1M
Discretionary$80M
Non-Disc.$50K
Employees5
Clients--