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BRYCE POINT CAPITAL LLC

SCARSDALE, NY · CRD 330065 · IAPD ↗ · 646-450-0445

$713.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

53
January 2026 — BRYCE POINT CAPITAL LLC (SCARSDALE, NY) left the SEC roster (was $713.1M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
60
March 2025 — BRYCE POINT CAPITAL LLC crossed $500M in regulatory AUM ($318.3M -> $713.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
88
June 2024 — BRYCE POINT CAPITAL LLC (SCARSDALE, NY) is newly SEC-registered with $318.3M RAUM and 1 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.