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FATHOM POINT CAPITAL LLC

SAN FRANCISCO, CA · CRD 339729 · IAPD ↗ · fathompointcapital.com · 415-636-5500

$280.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
June 2026 — FATHOM POINT CAPITAL LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
June 2026 — FATHOM POINT CAPITAL LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
June 2026 — FATHOM POINT CAPITAL LLC now reports 2 private fund(s) ($68.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
February 2026 — FATHOM POINT CAPITAL LLC (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 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.