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Third Point Offshore Fund

advisor

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served4+1 YoYRank #3394 of mapped providers
Assets under administration$9.3B0.0%Market share · rank #1280
Fees received$298,610Median $39,219/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Third Point Offshore Fund plan look like?
Service mix · median fees per plan
Count of plans where Third Point Offshore Fund ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Other investment fees and expenses; Investment managementCode 28
2$14,323
Employee (plan); Direct payment from the planCode 30
2$134,982
Competitor overlap
Percent of Third Point Offshore Fund's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Third Point Offshore Fund.
SponsorFromAssets
SHEET METAL WORKERS PENSION FUND 46NY · 516123374-001
Westfield Capital Management$104M
Plans lost in 2024
Appeared last year under Third Point Offshore Fund; not this year.
SponsorToAssets
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001
$9.1B71,331$213,5729y-
SHEET METAL WORKERS PENSION FUND 46NY · 516123374-001
$109M885$6,6003y-
TEMPEL STEEL COMPANY, LLCIL · 202122127-001
$40M499$22,0464y-
TRUSTEES OF NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUNDIL · 362872107-011
$10M9,002$56,39210y-
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline

Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.

Aliases resolved (7)
Raw Schedule C names collapsed into Third Point Offshore Fund.
  • JEFFREY PARKINSON
  • JEFFREY PIERUCCI
  • THIRD POINT LLC
  • THIRD POINT OFFSHORE FUND LTD.
  • THIRD POINT OFFSHORE LTD
  • THIRD POINT OFFSHORE LTD.
  • THIRD POINT ULTRA LTD.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Third Point Offshore Fund's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with Third Point Offshore Fund. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Third Point Offshore Fund's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
PartnerShared plans% of book
Feinberg Dumont & Brennan125.0%
Godfrey & Kahn125.0%
Harlow & Falk LLP125.0%
Laner Muchin Ltd.125.0%
Mayer Brown LLP125.0%
Morgan Lewis & Bockius LLP125.0%
Slevin & Hart PC125.0%