SMITH POINT CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
327303
Registered since
August 13, 2024

Firm profile

FINTRX

Overview

Smith Point Capital Management, LLC is an SEC-registered investment adviser organized as a limited liability company. The firm functions primarily as an adviser, sponsor and managing member of pooled investment vehicles, with its principal activity centered on venture capital investing. Public disclosures indicate the firm operates at the sponsor/GP level, allocating capital into private-company equity through a pooled fund structure rather than providing traditional retail advisory services. The firm is not identified as an active ESG investor.

Assets & Accounts

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

Owners & executives

1 of 1
  • Keith Block

    CEO and FounderCRD 7969554

Contacts

3 of 3
  • John Cummings

    Managing DirectorCRD 7969563

  • Burke Norton

    Co-FounderCRD 7969463

  • CHRISTOPHER LYTLE

    Co-FounderCRD 2161738

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
1 Letterman Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth