Sirius Point Advisors, Inc. (Littleton)

Name: Sirius Point Advisors, Inc.
Address: 9657 Taylor River Circle, Littleton, CO, 80125
Telephone: 844-747-4872

Sirius Point Advisors, Inc. is an investment adviser to an investment company based in Littleton. It manages $19.37 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Colorado.

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

Sirius Point Advisors: assets under management

The assets under management (AUM) of Sirius Point Advisors, Inc. is $19.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $19.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.37 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sirius Point Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Constance Dettmer Russello serves?

The only and largest group of clients of Constance Dettmer Russello is investment companies with 1 clients and $19.37 million of assets under management. Among the 1 most similar advisory firms, Sirius Point Advisors has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $19.37 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Sirius Point Advisors doesn't advise any private funds.

Careers at Sirius Point Advisors, Inc.

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Constance Dettmer Russello has been acting as President since 1 Apr 2014. Miles A Banister joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Constance Dettmer Russello	President	1 Apr 2014	50% - 75%	1780968
Miles A Banister	Shareholder	1 Oct 2014	Other	6454451
Christian Y Banister	Shareholder	1 Oct 2014	Other	6454452
Haley C Russello	Shareholder	1 Oct 2014	Other	6454453
Thomas G Russello	Shareholder	1 Oct 2014	Other	6454454
Stephanie L Mcgillivray	Shareholder	1 Oct 2014	Other	6454455
Yorke A Mcgillivray	Shareholder	1 Oct 2014	Other	6454456
Bond B Mcgillivray	Shareholder	1 Oct 2014	Other	6469289

Based in Littleton

The principal office where Sirius Point Advisors, Inc. performs its advisory services is located at 9657 Taylor River Circle, Littleton, CO 80125 The mailing address of the firm is P.O. Box 270622, Littleton, CO 80127. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 844-747-4872 or by fax 703-636-7774. The normal business hours are 9:00a - 4:00p on Monday - Friday. You can find more information about the New York firm at siriusfunds.com.