SURGEPOINT CAPITAL LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 334621
- Registered since
- January 9, 2025
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Jacob Snider
Founder & Managing PartnerCRD 8028368
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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