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FAROPOINT VENTURES, LLC

HOBOKEN, NJ · CRD 321107 · IAPD ↗ · 408-609-3725

$780.0MRegulatory AUM
49Advisory reps
116Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — FAROPOINT VENTURES, LLC crossed $500M in regulatory AUM ($227.3M -> $780.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
50
December 2025 — FAROPOINT VENTURES, LLC now reports custody of client assets ($454.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
December 2025 — FAROPOINT VENTURES, LLC now reports 2 private fund(s) ($227.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
June 2025 — FAROPOINT VENTURES, LLC (HOBOKEN, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 44 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.