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Crow Point Partners is a $900 million asset management firm headquartered near Boston, MA that employs a disciplined approach to global investment management using both qualitative and quantitative research and investment process. Crow Point Partners provides investment management services to institutions and individuals through a family of 16 mutual funds and separate accounts.

  • 2002

    Peter DeCaprio & Tim O’Brien join Evergreen Investments

  • October 2006

    Peter DeCaprio & Tim O’Brien found Crow Point Partners

    October 2006

  • December 2006

    Evergreen Investments selects Crow Point as sub-advisor to EVUAX and ERH

  • April 2007

    Evergreen Investments selects Crow Point as sub-advisor to EOD

    April 2007

  • June 2012

    Crow Point launches first open-end fund CGHIX

    Crow Point Global Tactical Allocation Fund (CGHIX)

  • February 2016

    Crow Point selected as advisor to EASIX

    EAS Crow Point Multialternative Fund (EASIX)

    February 2016

  • May 2017

    Crow Point launches Target Date Funds

  • October 2017

    David Cleary joins Crow Point from Lazard Asset Management

    October 2017

  • January 2018

    Crow Point launches Global Allocation Portfolios

  • April 2018

    Crow Point launches RVEMX with RVX Asset Management as sub-adviser

    RVX Emerging Markets Fund (RVEMX)

    April 2018

  • May 2018

    Crow Point selected as adviser to GAMIX, appoints Cold Creek as sub-adviser

    Crow Point Small Cap Growth Fund (GAMIX)