Alder Point Capital Management LLC

RIASEC RegisteredEst. 2026
Total AUM
$121M
Discretionary
$121M
100% of AUM
Avg account
$40.4M
Accounts
3
Employees
6
Advisory reps
3

Firm details

Headquarters
Lafayette, Colorado
CRD number
337839
Registered since
June 17, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Alder Point Capital Management LLC is organized as a limited liability company and is identified in FINTRX as a manager focused on real estate funds. The firm is registered with the SEC as of 2026 and reports an institutional client base, though its advisory activities extend to portfolio management for individuals and small businesses as well as for pooled vehicles and other business or institutional clients. Alder Point serves in sponsor and general partner roles and is listed as a managing member of pooled investment vehicles, indicating it takes active governance and operational responsibilities for the vehicles it runs. Fee arrangements combine a percentage-of-AUM charge with performance-based fees, consistent with private fund managers that retain upside sharing. The firm is not flagged as an active ESG investor and is not a multistate adviser according to the snapshot data provided.

Assets & Accounts

Investments & Alternatives

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
  • Christopher Larson

    Co-Founder and Chief Investment OfficerCRD 8131512

Contacts

2 of 2
  • Jessamine Fitzpatrick

    Co-Founder & Managing DirectorCRD 8131509

  • Spenser Shadle

    Managing DirectorCRD 8131511

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lafayette, CO

Boulder

Location

Lafayette, CO

Headquartered in Lafayette, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Boulder
Address
401 E Cleveland St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth