Fathom Point Capital Llc
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 339729
· SEC file 801-135023
· San Francisco, CA
· fathompointcapital.com
☆ Save with Pro
ADV data as of May 01, 2026
- Regulatory AUM
- $280M
- Discretionary
- $280M
- Clients
- 3
- Avg AUM / client
- $93.3M
- Accounts
- 3
- Employees
- 3
AUM over time
$0
$280M
Nov 21, 2025
May 1, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $68.0M | 24.3% |
| Other | 1 | $212M | 75.7% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 1.29 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
- • Other fees
- • EXCLUSIVITY FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗