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MILL POINT CAPITAL LLC

NEW YORK, NY · CRD 290266 · IAPD ↗ · millpoint.com · (212) 416-5800

$3.53BRegulatory AUM
25Advisory reps
33Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2025 — MILL POINT CAPITAL LLC reported RAUM up 95% ($1.84B -> $3.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2025 — MILL POINT CAPITAL LLC grew from 15 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2024 — MILL POINT CAPITAL LLC grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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