← Tributary

FALCONPOINT CAPITAL PARTNERS LLC

NEW YORK, NY · CRD 327260 · IAPD ↗ · falconpointpartners.com · 212-301-7601

$845.1MRegulatory AUM
6Advisory reps
8Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2025 — FALCONPOINT CAPITAL PARTNERS LLC reported RAUM up 27% ($553.0M -> $700.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — FALCONPOINT CAPITAL PARTNERS LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — FALCONPOINT CAPITAL PARTNERS LLC crossed $500M in regulatory AUM ($182.0M -> $553.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
February 2024 — FALCONPOINT CAPITAL PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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