Checkpoint Capital L.P.

RIASEC RegisteredEst. 2025
Total AUM
$334M
Discretionary
$334M
100% of AUM
Avg account
$111M
Accounts
3
Employees
2
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
325763
Registered since
August 19, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Checkpoint Capital L.P. is a limited partnership that operates as an SEC-registered hedge fund manager (SEC registration in 2025). It targets institutional clients and runs pooled investment vehicles, acting in roles that include sponsor, general partner, and managing member of those vehicles. The firm provides portfolio management for pooled funds and performs commodity pool operator/commodity trading adviser (CPO/CTA) activities. Its fee structure combines a percentage-of-assets charge with performance-based fees. Checkpoint does not present itself as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Howard Nurtman

    Chief Compliance OfficerCRD 5874437

  • Tony Berta

    CFOCRD 6631336

Contacts

1 of 1
  • Kung-tao Huang

    Limited PartnerCRD 7759531

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
345 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth