FATHOM POINT CAPITAL LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2MATTHEW JENSEN
CRD 8192479
ALEXANDER IANNACCONE
Managing PartnerCRD 8192494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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