# Falconpoint Capital Partners LLC

> Falconpoint Capital Partners LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 327260
- Filed as: FALCONPOINT CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327260
- AdvisorCensus page: https://advisorcensus.com/firm/falconpoint-capital-partners-llc-new-york-ny-327260

## Quick answers

**How is Falconpoint Capital Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Falconpoint Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Falconpoint Capital Partners LLC located?**
Falconpoint Capital Partners LLC's principal office is in New York, NY, according to its Form ADV.

**Is Falconpoint Capital Partners LLC registered with the SEC or a state?**
Falconpoint Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327260.

**How much does Falconpoint Capital Partners LLC manage?**
Falconpoint Capital Partners LLC reports $845,112,765 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**How have Falconpoint Capital Partners LLC's assets and staff changed since 2023?**
In the Form ADV data for Falconpoint Capital Partners LLC: Regulatory assets under management: $553,000,000 in the October 2024 data and $845,112,765 in the October 2026 data, up 53%. Total employees: 1 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Falconpoint Capital Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Falconpoint Capital Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327260

**What changed in Falconpoint Capital Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $700,189,659 to $845,112,765 (+21%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $845,112,765
- Discretionary: $845,112,765
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $845,112,765 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- falconpointpartners.com
- LinkedIn @falconpoint-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 1 | July 24, 2023 |
| October 2024 | $553,000,000 | 6 | May 30, 2024 |
| October 2025 | $700,189,659 | 8 | April 29, 2025 |
| October 2026 | $845,112,765 | 8 | September 2, 2026 |

Regulatory assets under management: $553,000,000 in the October 2024 data and $845,112,765 in the October 2026 data, up 53%.
Total employees: 1 in October 2023 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $700,189,659 to $845,112,765 (+21%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Falconpoint Capital Partners LLC (CRD 327260): Form ADV filing data as of October 2026.
