# Heights Point Management, LP

> Heights Point Management, LP is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 313849
- Filed as: HEIGHTS POINT MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313849
- AdvisorCensus page: https://advisorcensus.com/firm/heights-point-management-lp-new-york-ny-313849

## Quick answers

**How is Heights Point Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Heights Point Management, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Heights Point Management, LP located?**
Heights Point Management, LP's principal office is in New York, NY, according to its Form ADV.

**Is Heights Point Management, LP registered with the SEC or a state?**
Heights Point Management, LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313849.

**How much does Heights Point Management, LP manage?**
Heights Point Management, LP reports $135,197,882 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Heights Point Management, LP's assets and staff changed since 2021?**
In the Form ADV data for Heights Point Management, LP: Regulatory assets under management: $72,674,425 in the October 2021 data and $135,197,882 in the October 2026 data, up 86%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Heights Point Management, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2); charitable organizations (1).

**Which custodians does Heights Point Management, LP use?**
Heights Point Management, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Northern Trust International Banking Corp as a custodian holding 10% or more of its separately managed account assets.

**Does Heights Point Management, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313849

**Does Heights Point Management, LP state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "The Domestic Fund ( and the Offshore Fund when it is launched) typically require a minimum initial investment of $1,000,000, subject to the discretion of Heights Point to accept a lower amount."

**What changed in Heights Point Management, LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $94,002,284 to $135,197,882 (+44%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The Domestic Fund ( and the Offshore Fund when it is launched) typically require a minimum initial investment of $1,000,000, subject to the discretion of Heights Point to accept a lower amount.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- The Northern Trust International Banking Corp

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $135,197,882
- Discretionary: $135,197,882
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $108,298,344 |
| Charitable organizations | 1 | $26,899,538 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- heightspoint.com
- LinkedIn @heights-point-management-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $72,674,425 | 4 | September 22, 2021 |
| October 2022 | $87,230,676 | 4 | April 29, 2022 |
| October 2023 | $73,373,553 | 4 | March 27, 2023 |
| October 2024 | $88,382,969 | 4 | March 28, 2024 |
| October 2025 | $94,002,284 | 4 | March 28, 2025 |
| October 2026 | $135,197,882 | 4 | March 30, 2026 |

Regulatory assets under management: $72,674,425 in the October 2021 data and $135,197,882 in the October 2026 data, up 86%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $94,002,284 to $135,197,882 (+44%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heights Point Management, LP (CRD 313849): Form ADV filing data as of October 2026.