Healthpointcapital Management, LLC

RIASEC RegisteredEst. 2022
Total AUM
$271M
Discretionary
$271M
100% of AUM
Avg account
$90.4M
Accounts
3
Employees
8
Advisory reps
7

Firm details

Headquarters
San Diego, California
CRD number
309041
Registered since
November 2, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Healthpointcapital Management, LLC is a private equity manager that runs pooled investment vehicles for institutional clients. The firm is SEC-registered (since 2022) and operates as both sponsor and managing member for its funds, serving in roles consistent with a CPO/CTA and portfolio manager for pooled vehicles. Its business model centers on private equity-style fund management: raising and administering closed-end pooled funds, charging management fees based on assets and performance fees tied to fund results. The firm does not position itself as an active ESG investor and does not operate as a multi-state adviser.

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

Contacts

3 of 7
  • Michael Mogul

    Michael Mogul

    Managing PartnerCRD 7250461

  • Milen Todorov

    Milen Todorov

    Managing DirectorCRD 5683523

  • William Johnson

    William Johnson

    Managing DirectorCRD 6013393

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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 Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
9920 Pacific Heights Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth