Flying Point Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$55,737,280
Clients
31
97% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
TypicalAverage account size
$1,797,977
About
Flying Point Asset Management provides ongoing discretionary portfolio management and prepares an individualized Investment Policy Statement for each client. It advises individuals, high-net-worth individuals, and trusts, managing roughly $55.7 million across 31 client accounts.
The firm combines fundamental, technical, charting and cyclical analysis and implements both long- and short-term trading strategies, including short sales and options writing, while generally investing in mutual funds, equities, bonds, ETFs, hedge funds, REITs and government securities. Clients grant written discretionary authority for trade execution, and accounts are reviewed at least monthly.
Distinctive features include an account minimum of $1,000,000 (waivable), an emphasis on higher-risk trading strategies (short sales and options) and use of technical/cyclical tools that are less common among similarly sized advisers. The adviser manages client assets in-house, requires use of its recommended custodian (Charles Schwab Advisor Services) and receives research/soft-dollar benefits from that custodian, while not participating in wrap programs or accepting third‑party sales compensation.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
1.00% annually
Account minimum: $1,000,000
Main office location
Flying Point Asset Management LLC
Chappaqua NY, United States
Number of offices
1
Most active in
Flying Point Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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