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Premium Point Investments LLC (New York)


Premium Point Investments LLC is a large advisory firm based in New York. It manages $2.55 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of New York.

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Premium Point Investments provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Premium Point Investments: assets under management

The assets under management (AUM) of Premium Point Investments LLC is $2.55 billion. The firm's AUM has grown by 1149% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.09 billion in discretionary accounts and $456.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $418.2 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $456.49 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Premium Point Investments LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Anilesh Ahuja Member 1 Jan 2010 50% - 75% 1969746
Patrick Francis Downes Member 1 Jan 2010 25% - 50% 1408547
Hyung Myung Peak Member 1 Jan 2010 Other 2421243
Anilesh Ahuja General partner 1 Dec 2012 25% - 50% 1969746

Based in New York

The principal office where Premium Point Investments LLC performs its advisory services is located at 712 Fifth Ave, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-991-2000 or by fax 212-974-0060. The normal business hours are 8:00 am -6:00 pm on Monday - Friday. You can find more information about the New York firm at www.premiumpt.com.


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