SURGEPOINT CAPITAL LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
334621
Registered since
January 9, 2025

Firm profile

FINTRX

Overview

Surgepoint Capital LLC positions itself as a sponsor and general partner that organizes and manages pooled investment vehicles with a venture capital focus. The firm’s activity centers on direct venture allocations: sourcing early-stage companies, structuring fund investments as the managing member/GP, and operating as the vehicle sponsor rather than running a traditional advisory business to retail clients. Surgepoint is not flagged as an active ESG investor and does not report being a multi‑state adviser. Its stated classification is unclassified and the firm is owned at the individual level. Strategy emphasis appears concentrated on venture equity exposure through a single fund platform rather than broad public-market advisory or wealth-management services. As sponsor and GP, Surgepoint is likely to participate in deal selection, diligence, term negotiation and ongoing portfolio governance for its fund holdings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jacob Snider

    Founder & Managing PartnerCRD 8028368

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
757 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth