# Totem Point Management, LLC

> Totem Point Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 169824
- Filed as: TOTEM POINT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169824
- AdvisorCensus page: https://advisorcensus.com/firm/totem-point-management-llc-new-york-ny-169824

## Quick answers

**How is Totem Point Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Totem Point Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Totem Point Management, LLC located?**
Totem Point Management, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Totem Point Management, LLC registered with the SEC or a state?**
Totem Point Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 169824.

**How much does Totem Point Management, LLC manage?**
Totem Point Management, LLC reports $144,160,933 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary).

**How have Totem Point Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Totem Point Management, LLC: Regulatory assets under management: $309,446,149 in the October 2021 data and $144,160,933 in the October 2026 data, down 53%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Totem Point Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Totem Point Management, 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/169824

**What changed in Totem Point Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $169,163,940 to $144,160,933 (-15%).

## 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: $144,160,933
- Discretionary: $144,160,933
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $144,160,933 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 2 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)
- totempoint.com
- LinkedIn @totem-point-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $309,446,149 | 5 | March 30, 2021 |
| October 2022 | $242,277,184 | 5 | April 29, 2022 |
| October 2023 | $152,268,330 | 5 | March 30, 2023 |
| October 2024 | $142,500,620 | 4 | March 28, 2024 |
| October 2025 | $169,163,940 | 4 | March 24, 2025 |
| October 2026 | $144,160,933 | 4 | April 29, 2026 |

Regulatory assets under management: $309,446,149 in the October 2021 data and $144,160,933 in the October 2026 data, down 53%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $169,163,940 to $144,160,933 (-15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Totem Point Management, LLC (CRD 169824): Form ADV filing data as of October 2026.
