AUMdb

Aurapoint Capital Management, Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 339820 · Stuart, FL · www.linkedin.com
☆ Save with Pro ADV data as of Apr 23, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
2
Avg AUM / client
Accounts
0
Employees
3

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 0 $0
High net worth individuals 0 $0
Banking or thrift institutions 0 $0
Pooled investment vehicles (non-investment companies) 2 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal government entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations and other businesses 0 $0

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
James H Sutcliffe Registered representative Feb 2026 (0y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/23/2026 1.37 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

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles
  • Educational seminars/workshops

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: Apr 23, 2026.

View current Form ADV (SEC/IAPD) ↗