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HEALTHPOINTCAPITAL MANAGEMENT, LLC

SAN DIEGO, CA · CRD 309041 · IAPD ↗ · healthpointcapital.com · 212-935-7780

$271.3MRegulatory AUM
6Advisory reps
8Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

46
April 2025 — HEALTHPOINTCAPITAL MANAGEMENT, LLC reported RAUM up 35% ($181.0M -> $244.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — HEALTHPOINTCAPITAL MANAGEMENT, LLC reported RAUM up 29% ($139.8M -> $181.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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