UNION POINT ADVISORS Overview

Union Point Advisors Llc is a hedge fund that manages 423.9 MM dollars in regulatory AUM and has 12 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/13 to 03/31/15. The fund's latest filing disclosed 178MM in positions, representing 42% of the manager's regulatory AUM.

UNION POINT ADVISORS StockAlpha

-3.5%
Top 25%
1.75yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

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EBIDTA Margin Debt/Assets Hedge Fund Crowding

UNION POINT ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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UNION POINT ADVISORS Founders and Key Employees

Name Title In Position Since
Christopher G. Aristides Chief Investment Officer Of Union Point Advisors, Llc (&Quot;Upa&Quot;) February-2013
William H. Bindeman Chief Financial Officer & Chief Compliance Officer Of Upa May-2013
Samuel Farsad Director Of Technology Of Upa February-2013
Jason N. Greenfield Trader February-2013
Kenn R. Tarantino Director Of Research Of Upa February-2013

UNION POINT ADVISORS Brokers, Custodians, Auditors and Administrators

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UNION POINT ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Strategy

Funds

Union Point seeks to identify investment opportunities through fundamental analysis and build a portfolio by allocating capital to the ideas that Union Point believes represent the best risk-adjusted potential. Union Point also employs a series of risk management tools to monitor the characteristics of each Fund’s portfolio on an aggregate basis.

In general, the majority of the Funds’ assets are invested in the technology sector with the remainder (if any) in non-technology sectors (including industrials and the consumer sector).

In pursuing their investment objectives, the Funds may purchase and sell various types of securities and instruments, including, without limitation, common and preferred stock, depositary receipts, warrants, rights, exchange-traded fund shares, debt securities of various types (including senior, subordinated, secured, unsecured...
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UNION POINT ADVISORS Portfolio Concentration

UNION POINT ADVISORS Location

155 BOVET ROAD
SUITE 500
SAN MATEO, California
UNITED STATES, 94402

UNION POINT ADVISORS Contact Information

Phone Number: 650-425-6033
Fax Number: 650-376-3846
Website:

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