DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

S••••••••• C•••••• M•••••••••

Asset manager (funds and pooled vehicles)Dallas, TexasCRD 283638SEC 801-115038websiteIAPD
Legal name F•••• S••••••••• C•••••• M••••••••• L•
Latest filing Mar 25, 2026
First filing on the tape Mar 20, 2019 · 11 filings
SEC status approved since Apr 18, 2019
RAUM
$500M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$500M as of Mar 25, 2026
Mar 30, 2020$427M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 30, 20200 then
Employees (5.A)5 as of Mar 25, 2026
Mar 30, 20206 then
Private funds1 as of Mar 25, 2026
Mar 30, 20201 then
RAUM +19% over the last fiscal year+11% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$500MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+19%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$500M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      S••••••••• C•••••• P•••••••• L•Hedge Fund$398M58Mar 20, 2019
      Owners and control persons
      Schedule A and B, latest filing
      • B•••••• G•••••• H••••• · Managing Partnercontrol
        since 03/2016 · owns 75% or more
      • F••••••••• J••• · Chief Compliance Officer, Chief Operating Officercontrol
        since 03/2016 · owns less than 5%
      • B•••••• G•••••• H••••• · Managing Membercontrol
        since 02/2016 · owns 75% or more of F•••• S••••••••• C••••••• L••
      Entity owners
      • F•••• S••••••••• C••••••• L•• · General Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • S••••••••• C•••••• P••••••••• L•
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $421M to $500M
        Mar 24, 2025 to Mar 25, 2026
      • Pooled vehicle RAUM · $421M to $500M
        Mar 24, 2025 to Mar 25, 2026
      • RAUM · $421M to $500M
        Mar 24, 2025 to Mar 25, 2026
      • Advisory employees · 5 to 4
        May 10, 2024 to Mar 24, 2025
      • Employees · 6 to 5
        May 10, 2024 to Mar 24, 2025
      • Financial planning clients · unset to
        May 10, 2024 to Mar 24, 2025
      • Discretionary RAUM · $398M to $421M
        May 10, 2024 to Mar 24, 2025
      • Pooled vehicle RAUM · $398M to $421M
        May 10, 2024 to Mar 24, 2025
      • RAUM · $398M to $421M
        May 10, 2024 to Mar 24, 2025
      • Discretionary RAUM · $361M to $398M
        Mar 30, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $361M to $398M
        Mar 30, 2023 to Mar 29, 2024
      • RAUM · $361M to $398M
        Mar 30, 2023 to Mar 29, 2024
      • Discretionary RAUM · $571M to $361M
        Mar 30, 2022 to Mar 30, 2023
      • Pooled vehicle RAUM · $571M to $361M
        Mar 30, 2022 to Mar 30, 2023
      • RAUM · $571M to $361M
        Mar 30, 2022 to Mar 30, 2023
      • Discretionary RAUM · $476M to $571M
        Mar 23, 2021 to Mar 30, 2022
      • Pooled vehicle RAUM · $476M to $571M
        Mar 23, 2021 to Mar 30, 2022
      • RAUM · $476M to $571M
        Mar 23, 2021 to Mar 30, 2022
      • Discretionary RAUM · $427M to $476M
        Mar 30, 2020 to Mar 23, 2021
      • Pooled vehicle RAUM · $427M to $476M
        Mar 30, 2020 to Mar 23, 2021
      • RAUM · $427M to $476M
        Mar 30, 2020 to Mar 23, 2021
      • Advisory employees · 4 to 5
        Nov 25, 2019 to Mar 30, 2020
      • Employees · 5 to 6
        Nov 25, 2019 to Mar 30, 2020
      • Other offices · 1 to 0
        Nov 25, 2019 to Mar 30, 2020
      • Discretionary RAUM · $291M to $427M
        Nov 25, 2019 to Mar 30, 2020
      • Pooled vehicle RAUM · $291M to $427M
        Nov 25, 2019 to Mar 30, 2020
      • RAUM · $291M to $427M
        Nov 25, 2019 to Mar 30, 2020
      Signals
      3 dated events
      • S••••••••• C•••••• M••••••••• reported RAUM $360.9M, down 37% from $571.1M (2022-03-30 to 2023-03-30)
        Mar 30, 2023 · RAUM change · derived
      • S••••••••• C•••••• M••••••••• reported RAUM $427.1M, up 47% from $290.8M (2019-11-25 to 2020-03-30)
        Mar 30, 2020 · RAUM change · derived
      • S••••••••• C•••••• M••••••••• filed its initial SEC registration (Form ADV)
        Mar 20, 2019 · ria f•••• adv filing · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/sabrepoint-capital-managementreportedpublic record, Form ADV, Sep 19, 2026
      Website
      S•••••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      214-432-1593reportedpublic record, Form ADV, Mar 25, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026