# Fieldpoint Private Securities (FPS) Fieldpoint Private Securities (FPS) is a Bank / Wealth / Trust based in Greenwich, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Greenwich, United States - **Region:** North America - **Address:** Greenwich, CT, United States - **Founded:** 2008 - **Assets under management:** Undisclosed - **Website:** fieldpointprivate.com - **LinkedIn:** https://www.linkedin.com/company/fieldpoint-private ## Regulatory record - **Reports private funds:** No ## About Fieldpoint Private Securities (FPS) functions as the registered investment advisor and broker-dealer within the Fieldpoint Private ecosystem, a boutique private bank launched in Greenwich to cater specifically to entrepreneurs and multi-generational families. The parent entity was established with backing from a consortium of business founders who wanted a banking partner that understood operating-company wealth. FPS anchors the platform's ability to deliver alternative investments, including venture capital allocations, to a client base that typically arrives with concentrated equity positions from their own businesses. The platform targets early-stage through growth-stage venture capital, structuring access via direct co-investments and curated third-party fund commitments. Asset-class exposure spans private equity, venture capital, real estate, and private credit. The geographic footprint concentrates on North America, with a particular density along the Northeast corridor. The firm's model emphasizes relationship-driven sourcing, leveraging the introductions of its founder- and entrepreneur-heavy client base to surface deals before they reach broad auction. Fieldpoint Private's wealth management operations are supported by a private-banking charter, making FPS one of the few boutique advisory platforms that can offer both credit and alternative-investment origination under one roof. The bank made headlines in 2021 with a planned SPAC merger that ultimately did not close; the episode highlighted both the ambition and the governance complexity of a founder-led private bank attempting to scale through public-markets access. The firm remains active in its core Greenwich and New York markets, serving wealthy families with an integrated balance-sheet approach. The structural differentiator is the embedded operating-company orientation: Fieldpoint was founded by entrepreneurs (including former CEOs of public companies) who designed the platform to advise clients on liquidity events, concentrated stock, and post-exit alternative investment pacing. The broker-dealer arm, FPS, ties the venture capital and private-markets offering directly to the private bank's lending book, creating a flywheel where deal flow informs credit decisions and vice versa — a model more common among single-family offices than chartered banks. ## Questions ### Who founded Fieldpoint Private, and what is its relationship to Fieldpoint Private Securities (FPS)? Fieldpoint Private was launched by a group of business founders and former public-company executives, though specific founding principals are not widely publicized under that banner. Fieldpoint Private Securities (FPS) operates as the broker-dealer and registered investment advisor subsidiary of the bank. The structure allows the parent entity's private-banking charter to underpin FPS's alternative investment distribution and advisory services. ### How does Fieldpoint Private Securities source its venture capital deal flow? FPS draws deal flow through a relationship-driven model that taps the networks of Fieldpoint Private's client base — primarily entrepreneurs with concentrated wealth from their own operating companies. This structure mimics aspects of a family-office syndicate, where client introductions surface pre-auction venture opportunities alongside traditional third-party fund commitments. ### What types of alternative investments does FPS offer to clients? The platform provides exposure to venture capital (early-stage through growth), private equity, real estate, and private credit. Clients access these allocations through direct co-investments, curated fund commitments, and private-market opportunities that complement the bank's existing lending and wealth management relationships. ### Does Fieldpoint Private Securities participate in fund commitments or only direct deals? FPS structures alternative investment exposure through a combination of direct co-investments and curated third-party fund commitments. The balance allows clients to calibrate their private-market participation according to concentration risk and post-liquidity pacing needs. ### What is Fieldpoint Private's known posture on co-investments alongside external GPs? Fieldpoint positions co-investment access as a core feature of its entrepreneur-client value proposition. By aggregating demand from a concentrated base of operating-company founders, FPS can structure side-by-side commitments with external general partners, mirroring the co-investment practices typical of large single-family offices. ### How does the private bank charter affect Fieldpoint's investment model? The bank charter allows Fieldpoint to offer credit solutions alongside alternative investment allocations — a structural pairing more common at the upper tiers of wealth management. This means a client's venture capital commitment can sit alongside a securities-backed loan or real estate credit facility managed by the same institution, creating an integrated capital picture that shapes both investment sizing and sourcing. ## Related profiles - [Fedesa SAM](https://altss.com/profile/fedesa-sam) - [Financial Industry Regulatory Authority (FINRA)](https://altss.com/profile/financial-industry-regulatory-authority-finra) --- Updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/fieldpoint-private-securities-fps Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology