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ALDER POINT CAPITAL MANAGEMENT LLC

LAFAYETTE, CO · CRD 337839 · IAPD ↗ · 720-686-3508

$121.3MRegulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — ALDER POINT CAPITAL MANAGEMENT LLC (LAFAYETTE, CO) is newly SEC-registered with $121.3M RAUM and 6 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.