Great Point Wealth Advisors

Asset Manager SEC-registered adviser

Legal name: Great Point Wealth Advisors, LLC

Boston, MA Website LinkedIn X

AUM

$725.8M
Regulatory AUM

Private funds

1
Hedge Fund 1

Private fund assets

$3.2M
Gross asset value

Employees

5

Last Form D raise

—

From SEC Form ADV filing (filed Mar 27, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

P
Peter Disch
Managing Member & Chief Compliance Officer
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Race Rock Multi-Strategy Fund LPHedge Fund$3.2M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
147082
SEC file number
801-70479

Sources