CENTERPOINT ADVISORS, LLC

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Centerpoint Advisors is based out of Needham. Centerpoint Advisors is a large advisory firm with 423 clients and discretionary assets under management (AUM) of $407,767,059 (Form ADV from 2021-03-23). Their last reported 13F filing for Q1 2021 included $170,186,000 in managed 13F securities and a top 10 holdings concentration of 69.61%. Centerpoint Advisors's largest holding is iShares Core S&P 500 ETF with shares held of 64,469. Centerpoint Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 14 13F filings

Download 13F Summary Create Alert

03/31/2021

13F Activity

  • Market Value $170.186 Million
  • Prior Market Value $153.821 Million
  • New Purchases31 stocks
  • Additional Purchases35 stocks
  • Sold out of11 stocks
  • Reduced holdings in32 stocks
  • Top 10 Holdings % 69.61 %
  • Turnover % [1]:15.11%
  • Turnover Alt % [2]: 0.83 %
  • Time Held Top20:8.65 quarters
  • Time Held Top10:5.70 quarters
  • Time Held All:8.56 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-05-17

Performance for Q1 2021: 4.33%
Performance Last 4 Quarters: 48.6%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CENTERPOINT ADVISORS, LLC
175 HIGHLAND AVENUE SUITE 302
NEEDHAM MA    02494
Country: United States

Business Phone: (781) 400-1748
Fax: (781) 400-1749
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Performance-based fees
Amount of client funds and securities: 95,950,000
Total Number of Clients: 423
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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CENTERPOINT ADVISORS, LLC

ownership team - last updated 2021-03-23
Name Title Start Date Direct/Indirect % Ownership
WOLFSBERG, JENNIFER, MICHELLE MANAGING MEMBER / CHIEF COMPLIANCE OFFICER 03/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CENTERPOINT ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2011-03-01
WOLFSBERG, JOHN, EDWARD MANAGING MEMBER AND DIRECTOR OF FIXED INCOME 07/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CENTERPOINT ADVISORS, LLC PRINCIPAL AND DIRECTOR OF FIXED INCOME direct 2011-07-01
CENTERPOINT ADVISORS, LLC MANAGING MEMBER AND DIRECTOR OF FIXED INCOME direct 2011-07-01

CENTERPOINT ADVISORS, LLC

ownership team - last updated 2020-09-22
Name Title Start Date Direct/Indirect % Ownership
WOLFSBERG, JENNIFER, MICHELLE MANAGING MEMBER / CHIEF COMPLIANCE OFFICER 03/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CENTERPOINT ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2011-03-01
WOLFSBERG, JOHN, EDWARD MANAGING MEMBER AND DIRECTOR OF FIXED INCOME 07/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CENTERPOINT ADVISORS, LLC PRINCIPAL AND DIRECTOR OF FIXED INCOME direct 2011-07-01
CENTERPOINT ADVISORS, LLC MANAGING MEMBER AND DIRECTOR OF FIXED INCOME direct 2011-07-01

CENTERPOINT ADVISORS, LLC

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
WOLFSBERG, JENNIFER, MICHELLE MANAGING MEMBER / CHIEF COMPLIANCE OFFICER 03/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CENTERPOINT ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2011-03-01
WOLFSBERG, JOHN, EDWARD MANAGING MEMBER AND DIRECTOR OF FIXED INCOME 07/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CENTERPOINT ADVISORS, LLC PRINCIPAL AND DIRECTOR OF FIXED INCOME direct 2011-07-01
CENTERPOINT ADVISORS, LLC MANAGING MEMBER AND DIRECTOR OF FIXED INCOME direct 2011-07-01

CENTERPOINT ADVISORS, LLC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

CENTERPOINT ADVISORS, LLC

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
WOLFSBERG, JENNIFER, MICHELLE MANAGING MEMBER / CHIEF COMPLIANCE OFFICER 03/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CENTERPOINT ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2011-03-01
WOLFSBERG, JOHN, EDWARD MANAGING MEMBER AND DIRECTOR OF FIXED INCOME 07/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CENTERPOINT ADVISORS, LLC PRINCIPAL AND DIRECTOR OF FIXED INCOME direct 2011-07-01
CENTERPOINT ADVISORS, LLC MANAGING MEMBER AND DIRECTOR OF FIXED INCOME direct 2011-07-01

CENTERPOINT ADVISORS, LLC

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
WOLFSBERG, JENNIFER, MICHELLE MANAGING MEMBER / CHIEF COMPLIANCE OFFICER 03/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CENTERPOINT ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2011-03-01
WOLFSBERG, JOHN, EDWARD MANAGING MEMBER AND DIRECTOR OF FIXED INCOME 07/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CENTERPOINT ADVISORS, LLC PRINCIPAL AND DIRECTOR OF FIXED INCOME direct 2011-07-01
CENTERPOINT ADVISORS, LLC MANAGING MEMBER AND DIRECTOR OF FIXED INCOME direct 2011-07-01

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