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Zpiont Advisors LP (Purchase)


Zpiont Advisors LP is a large advisory firm based in Purchase. It manages $144.75 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.

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

Zpiont Advisors: assets under management

The assets under management (AUM) of Zpiont Advisors LP is $144.75 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $144.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.19 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Zpiont Advisors LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Purchase

The principal office where Zpiont Advisors LP performs its advisory services is located at 3020 Westchester Avenue, Suite 309, Purchase, NY 10577, 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 914-253-8350 or by fax 914-253-8810. The normal business hours are 5:00 a.m. - 7:00 p.m. on Monday - Friday.


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