DFX Intelligence

H••••••••• M••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

H••••••••• M••••••••• L••

CRD 309041

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:79836b6d-19e9-77d4-42d6-0d3671b30f4c

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 2
Observed: Sep 21, 2022 to Mar 31, 2026
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

H••••••••• M••••••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

H••••••••• M••••••••• L••

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $271M••• Locked
Discretionary RAUM: $271M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
H••••••••• M••••••••• F••• I•• L•	Private Equity Fund	$132M	Mar 22, 2024	89	Sep 21, 2022	reported	021-458132
H••••••••• P••••••• I•• L•	Private Equity Fund	$49.0M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F•••••• J•••• H••••••	MANAGING PARTNER	D	yes	02/2017	Sep 21, 2022	Mar 22, 2024
M••••• M••••••• P•••	MANAGING PARTNER	D	yes	02/2017	Sep 21, 2022	Mar 22, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
H••• L••	n/a	Former SEC adviser	$43.7M	Y	no	n/a
H•• I•• L••	n/a	n/a	n/a	Y	no	n/a
H•• M•• I• L••

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$271M	$244M	11.1%	$140M	24.7%	8	7	1	2

Relationships

Affiliated with (2)

→ H•••••••••Registered adviserother investment adviser, pooled vehicle sponsor, control
factForm ADV
← H•••••••••Registered adviserother investment adviser, common control
factForm ADV

Advises (2)

→ H••••••••• M••••••••• F••• I•• L•Private fundPrivate Equity Fund, IA
Sep 21, 2022 to presentfactForm ADV
→ H••••••••• P••••••• I•• L•

Dated events

Occurred
Sep 21, 2022
First Form ADV filing
Healthpoint Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:79836b6d-19e9-77d4-42d6-0d3671b30f4c
First observed: Sep 21, 2022
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.