# Locust Point Capital

> Locust Point Capital is an SEC-registered investment advisory firm in Miami, FL, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 286689
- Filed as: LOCUST POINT CAPITAL
- Legal name: Locust Point Capital, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286689
- AdvisorCensus page: https://advisorcensus.com/firm/locust-point-capital-miami-fl-286689

## Quick answers

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

**Where is Locust Point Capital located?**
Locust Point Capital's principal office is in Miami, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Locust Point Capital registered with the SEC or a state?**
Locust Point Capital is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286689.

**How much does Locust Point Capital manage?**
Locust Point Capital reports $1,583,064,096 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Locust Point Capital's assets and staff changed since 2021?**
In the Form ADV data for Locust Point Capital: Regulatory assets under management: $781,275,200 in the October 2021 data and $1,583,064,096 in the October 2026 data, up 103%. Total employees: 22 in October 2021 and 43 in October 2026. Assets under management move with markets as well as with clients coming and going.

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

**Does Locust Point Capital 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/286689

**What changed in Locust Point Capital's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 26 to 28. 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

### Regulatory assets under management (Item 5.F)
- Total: $1,583,064,096
- Discretionary: $1,583,064,096
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $1,583,064,096 |

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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 43 total, 28 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Red Bank, NJ

### Websites listed on Form ADV (Item 1.I)
- locustpointcapital.com
- LinkedIn @locust-point-capital-inc-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $781,275,200 | 22 | March 31, 2021 |
| October 2022 | $940,989,152 | 26 | July 19, 2022 |
| October 2023 | $1,154,022,283 | 27 | April 28, 2023 |
| October 2024 | $1,362,771,245 | 29 | August 5, 2024 |
| October 2025 | $1,513,854,284 | 40 | March 28, 2025 |
| October 2026 | $1,583,064,096 | 43 | March 30, 2026 |

Regulatory assets under management: $781,275,200 in the October 2021 data and $1,583,064,096 in the October 2026 data, up 103%.
Total employees: 22 in October 2021 and 43 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 26 to 28.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Locust Point Capital (CRD 286689): Form ADV filing data as of October 2026.