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ENTRYPOINT CAPITAL, LLC

NEW YORK, NY · CRD 313946 · IAPD ↗ · entrypointcap.com · (646) 993-4864

$700.3MRegulatory AUM
7Advisory reps
10Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — ENTRYPOINT CAPITAL, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — ENTRYPOINT CAPITAL, LLC crossed $500M in regulatory AUM ($437.0M -> $578.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
83
August 2024 — ENTRYPOINT CAPITAL, LLC (NEW YORK, NY) is newly SEC-registered with $437.0M RAUM and 5 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.