Fathom Point Capital LLC

RIASEC RegisteredEst. 2026
Total AUM
$280M
Discretionary
$280M
100% of AUM
Avg account
$93.3M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
San Francisco, California
CRD number
339729
Registered since
January 2, 2026
Fee structure
Performance Based Fees, Other
Client types
  • Other75.71%
  • Pooled Investment Vehicles24.29%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fathom Point Capital LLC is a privately held institutional RIA organized as an LLC that focuses on serving institutional clients. The firm is registered with the SEC (registration year shown as 2026) and is structured to provide portfolio management for pooled investment vehicles and for business or institutional accounts. Its regulatory filing lists it as operating in the capacity of a CPO or CTA, and its fee arrangement includes performance-based compensation alongside other fee types. The firm does not position itself as an ESG investor and is not described as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Matthew Jensen

    PrincipalCRD 8192479

  • Alexander Iannaccone

    Managing PartnerCRD 8192494

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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
600 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth