SourcingSourcing

HEIGHTS POINT MANAGEMENT, LP

C44
CRD 313849·SEC 801-121394·NEW YORK, NY
AUM
$135.2M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$406K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HEIGHTS POINT MANAGEMENT, LP
CRD
313849
SEC file #
801-121394
EIN
000000000
DBA names
—

Economics

AUM
$135.2M
AUM band
$100M-$500M
AUM trajectory
'22'26
$72.7M → $135.2M▲ +86%
Client mix
Pooled Investment Vehicles2
Charitable Organizations1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/heights-point-management-lp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Belke, Brian, Francis
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Belke, Brian, Francis
HEIGHTS POINT MANAGEMENT GP,
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:heightspoint.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002050231
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-13
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0000905148-26-002353

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley8
Goldman Sachs6
E*trade4
Northern Trust2
Edgar Addresses
Mailing
295 MADISON AVENUESUITE 1701NEW YORK, NY 10017
Business
295 MADISON AVENUESUITE 1701NEW YORK, NY 10017
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-15 · 0000905148-26-002353
13F-HR2026-02-13 · 0000905148-26-000707
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7368169
Trust Company Affiliate
Yes

People (2)

2
Belke, Brian, Francis
Direct Owner · 87.5%
7368169
Usinger, Michael, Hayes
Executive Officer · 2.5%
7368154