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 structured as a hedge fund that serves institutional clients. The firm registered with the SEC in 2025 and operates as a commodity pool operator/commodity trading advisor (CPO/CTA) while providing portfolio management for pooled investment vehicles. Checkpoint functions actively as a sponsor, general partner, and managing member of its funds rather than as a pure capital allocator. Its fee model combines a percentage-of-assets-under-management charge with performance-based fees. Checkpoint does not identify as an active ESG investor and is not positioned as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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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