Setpoint Management provides discretionary investment advice to accredited investors, primarily focusing on credit facilities, mezzanine debt, and other credit or preferred equity products. Setpoint's clients primarily invest in corporate counterparties that operate business models related to United States residential real estate. The firm tailors advisory services to the individual needs of certain clients.
Assets Under Management$480M
Clients3
AdvisorsN/A
Avg. per Client$160M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Setpoint Management charges an investment management fee based on the value of the client's assets under management. The management fee ranges from 0.5% to 2.0% per year of the net assets of the client account. The firm may waive, defer, reduce, or rebate all or any portion of the management fee for the benefit of any investor.
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