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FIVE POINTS CAPITAL LLC

WINSTON-SALEM, NC · CRD 160792 · IAPD ↗ · fivepointscapital.com · 336-733-0350

$1.45BRegulatory AUM
15Advisory reps
26Employees
0Clients
n/aPlanning clients
14Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2024 — FIVE POINTS CAPITAL LLC shrank from 20 to 15 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — FIVE POINTS CAPITAL LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.