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POPLAR POINT CAPITAL MANAGEMENT LLC

BURLINGAME, CA · CRD 165411 · IAPD ↗ · 650 239 9049

$110.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
May 2025 — POPLAR POINT CAPITAL MANAGEMENT LLC (BURLINGAME, CA) is newly SEC-registered with $103.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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