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 small, institution-focused investment firm organized as a limited liability company and registered with the SEC (registration year listed as 2026). The firm’s regulatory filing identifies it as serving institutional clients and providing portfolio management for pooled investment vehicles as well as for businesses and other institutions. Business activities include CPO/CTA responsibilities, and the fee schedule includes performance-based fees alongside other fee arrangements. The adviser is not identified as an active ESG investor, nor as a multi-state or pension consultant adviser.

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

    CRD 8192479

  • ALEXANDER IANNACCONE

    Managing PartnerCRD 8192494

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth