POINT ALLERTON LLC

other names
  • POINT ALLERTON LLC
  • FERNWOOD INVESTMENT MANAGEMENT, LLC

Adviser Profile

As of Date 03/09/2026
Registration SEC, Approved, 04/11/2003
Other registrations (2)
Former registrations

FERNWOOD INVESTMENT MANAGEMENT, LLC

ADV Location HULL, MA, United States
Contact Info 617 xxxxxxx
Websites
Exempt Reporting Adviser

2B(2)- PF<150mn Qualify for the exemption from registration because you act solely as an adviser to private funds and have assets under management, as defined in rule 203(m)-1, in the United States of less than $150 million

Private Fund GAV* 35,500,000 9%
SMA’s No
Private Funds 4

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name WOLF & COMPANY, P.C. Filing Date10/28/2024 Form ADV-E View Report
Accounting Firm Name WOLF & COMPANY PC Filing Date11/28/2023 Form ADV-E View Report

Private Funds Structure

SEC Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$26,500,000
Fund TypePrivate Equity Fund Count1 GAV$6,000,000
Fund TypeVenture Capital Fund Count2 GAV$3,000,000