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CHECKPOINT CAPITAL L.P.

SAN FRANCISCO, CA · CRD 325763 · IAPD ↗ · checkpointlp.com · 914-355-0570

$333.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — CHECKPOINT CAPITAL L.P. reported RAUM up 72% ($194.3M -> $333.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
December 2025 — CHECKPOINT CAPITAL L.P. (location n/a) is newly SEC-registered with $194.3M RAUM and 2 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.