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EXODUSPOINT CAPITAL MANAGEMENT, LP

NEW YORK, NY · CRD 294156 · IAPD ↗ · (646) 940 - 9600

$159.41BRegulatory AUM
332Advisory reps
707Employees
0Clients
n/aPlanning clients
6Private funds
5States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
July 2026 — EXODUSPOINT CAPITAL MANAGEMENT, LP notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
July 2026 — EXODUSPOINT CAPITAL MANAGEMENT, LP added office(s): 13 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
July 2026 — EXODUSPOINT CAPITAL MANAGEMENT, LP grew from 313 to 332 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2026 — EXODUSPOINT CAPITAL MANAGEMENT, LP added office(s): 11 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2026 — EXODUSPOINT CAPITAL MANAGEMENT, LP reported RAUM up 33% ($119.72B -> $159.41B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2025 — EXODUSPOINT CAPITAL MANAGEMENT, LP grew from 308 to 314 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
September 2024 — EXODUSPOINT CAPITAL MANAGEMENT, LP reported RAUM up 31% ($85.73B -> $111.94B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — EXODUSPOINT CAPITAL MANAGEMENT, LP grew from 274 to 312 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.