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.
SEC-registered adviser
Exoduspoint Capital Management, LP
Latest filing Aug 19, 2026
First filing on the tape Mar 21, 2018 · 36 filings
SEC status approved since Apr 20, 2018
RAUM
$159B
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
707
332 advisory (5.B.1)
Offices
15
beyond the principal office
Private funds
6
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$159B as of Aug 19, 2026
Feb 15, 2019$82B then
HNW client RAUM$0 as of Aug 19, 2026
Feb 15, 2019$0 then
State-registered IARs (5.B.3)2 as of Aug 19, 2026
Feb 15, 20190 then
Employees (5.A)707 as of Aug 19, 2026
Feb 15, 2019203 then
Private funds6 as of Aug 19, 2026
Feb 15, 20196 then
RAUM +33% over the last fiscal year+21% a year over threeIARs 0 to 2offices 11 to 15
Practice profile
derived from the filing of Aug 19, 2026; every figure names its basis
- RAUM per advisor
- $80BderivedRAUM 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
- $27BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 353.5derivedItem 5.A over advisors
- Advisors per office
- 0.1derived16 offices incl. principal (1.F.5)
- RAUM growth, one year
- +33%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $12B, 6 clientsreportedItem 9.A
- 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
- buys or sells securities as principal to or from clients (8.A.2)
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$159B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $12B for 6 clientsreported
- Compensation
- performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true 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
- Michael Jacobs to Lighthouse Investment Partners, LLCMay 20, 2024 · Other
Joined, latest
- Michael Jacobs from Encompass Capital Advisors LLCFeb 8, 2021 · Other
Private funds
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Exoduspoint Partners Master Fund, LP | Hedge Fund | $112B | 142 | Jul 26, 2018 |
| Exoduspoint Partners Intermediate Fund, LP | Hedge Fund | $8.7B | 2 | Jul 26, 2018 |
| Exoduspoint Partners International Fund, Ltd | Hedge Fund | $8.7B | 101 | Jul 26, 2018 |
| Exoduspoint Partners Fund, LP | Hedge Fund | $3.1B | 41 | Jul 26, 2018 |
| Exoduspoint Management Investors, LLC | Hedge Fund | $388M | 18 | Jul 26, 2018 |
| Exoduspoint Management Investors International, Ltd. | Hedge Fund | $64.2M | 15 | Jul 26, 2018 |
| Exoduspoint Strategy 5 Onshore Fund, LP | Hedge Fund | $3.7M | 1 | Mar 30, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Robert Erik Addington · Chief Financial Officercontrolsince 11/2018 · owns less than 5%
- Garrett Berg · President And Chief Operating Officercontrolsince 01/2024 · owns less than 5%
- Elizabeth Caitlin Farrell-Starbuck · Chief Compliance Officercontrolsince 10/2018 · owns less than 5%
- Robert Michael Gelband · Co-Founder / Limited Partner / Chief Executive Officer / Chief Investment Officercontrolsince 04/2017 · owns 25% to 50%
- Richard Brendan Kalb · General Counselcontrolsince 09/2020 · owns less than 5%
- Soon Hyung Lee · Co-Founder / Limited Partner / Advisorcontrolsince 01/2018 · owns 25% to 50%
- Robert Michael Gelband · Managing Membercontrolsince 04/2017 · owns 50% to 75% of Exoduspoint Capital Partners Gp, LLC
- Soon Hyung Lee · Managing Membercontrolsince 01/2018 · owns 50% to 75% of Exoduspoint Capital Partners Gp, LLC
Entity owners
- Exoduspoint Capital Partners Gp, LLC · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- Exoduspoint Partners Gp II, LLCinvestment adviserbankpooled vehicle sponsorn
- Exoduspoint Partners Gp, LLCinvestment adviserbankpooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Houston, Tx | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Stamford, CT11 employees
- San Francisco, CA5 employees
- Bala Cynwyd, PA3 employees
- Miami, FL2 employees
- Los Angeles, CA1 employees
- Miami, FL1 employees
- Montclair, NJ1 employees
- Palm Beach Gardens, FL1 employees
- San Jose, CA1 employees
- West Palm Beach, FL1 employees
- Bedminster, NJ1 employees
- Boston, MA1 employees
- Coral Gables, FL1 employees
- Houston, TX
What changed
consecutive filings, newest first
- State-registered IARs · 0 to 2Jun 11, 2026 to Aug 19, 2026
- Advisory employees · 313 to 332Mar 31, 2026 to Jun 11, 2026
- Employees · 669 to 707Mar 31, 2026 to Jun 11, 2026
- Other offices · 13 to 15Mar 31, 2026 to Jun 11, 2026
- Accounts · 7 to 6Jan 14, 2026 to Mar 31, 2026
- Advisory employees · 314 to 313Jan 14, 2026 to Mar 31, 2026
- Pooled vehicle clients · 7 to 6Jan 14, 2026 to Mar 31, 2026
- Assets in custody · $11B to $12BJan 14, 2026 to Mar 31, 2026
- Employees · 634 to 669Jan 14, 2026 to Mar 31, 2026
- Other offices · 11 to 13Jan 14, 2026 to Mar 31, 2026
- Discretionary RAUM · $120B to $159BJan 14, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $120B to $159BJan 14, 2026 to Mar 31, 2026
- RAUM · $120B to $159BJan 14, 2026 to Mar 31, 2026
- Private funds · 7 to 6Oct 24, 2025 to Jan 14, 2026
- Advisory employees · 308 to 314Feb 6, 2025 to Mar 28, 2025
- Assets in custody · $11B to $11BFeb 6, 2025 to Mar 28, 2025
- Employees · 647 to 634Feb 6, 2025 to Mar 28, 2025
- Financial planning clients · unset to Feb 6, 2025 to Mar 28, 2025
- Other offices · 14 to 11Feb 6, 2025 to Mar 28, 2025
- Discretionary RAUM · $112B to $120BFeb 6, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $112B to $120BFeb 6, 2025 to Mar 28, 2025
- RAUM · $112B to $120BFeb 6, 2025 to Mar 28, 2025
- Advisory employees · 312 to 308Mar 28, 2024 to Aug 8, 2024
- Assets in custody · $12B to $11BMar 28, 2024 to Aug 8, 2024
- Employees · 662 to 647Mar 28, 2024 to Aug 8, 2024
- State-registered IARs · 1 to 0Mar 28, 2024 to Aug 8, 2024
- Other offices · 15 to 14Mar 28, 2024 to Aug 8, 2024
- Discretionary RAUM · $86B to $112BMar 28, 2024 to Aug 8, 2024
- Pooled vehicle RAUM · $86B to $112BMar 28, 2024 to Aug 8, 2024
- RAUM · $86B to $112BMar 28, 2024 to Aug 8, 2024
- Advisory employees · 274 to 312Jan 19, 2024 to Mar 28, 2024
- Assets in custody · $14B to $12BJan 19, 2024 to Mar 28, 2024
- Employees · 615 to 662Jan 19, 2024 to Mar 28, 2024
- Other offices · 17 to 15Jan 19, 2024 to Mar 28, 2024
- Discretionary RAUM · $87B to $86BJan 19, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $87B to $86BJan 19, 2024 to Mar 28, 2024
- RAUM · $87B to $86BJan 19, 2024 to Mar 28, 2024
- Discretionary RAUM · $90B to $87BMar 30, 2023 to Jan 19, 2024
- Pooled vehicle RAUM · $90B to $87BMar 30, 2023 to Jan 19, 2024
- RAUM · $90B to $87BMar 30, 2023 to Jan 19, 2024
Signals
11 dated events
- Exoduspoint Capital Management, Lp reported RAUM $159.4B, up 33% from $119.7B (2026-01-14 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Exoduspoint Capital Management, Lp reported RAUM $111.9B, up 31% from $85.7B (2024-03-28 to 2024-08-08)Aug 8, 2024 · RAUM change · derived
- Michael Jacobs left Exoduspoint Capital Management, Lp for Lighthouse Investment Partners, Llc (registered 2025-06-16)May 20, 2024 · Advisor changed firm · fact
- Garrett Berg (President And Chief Operating Officer) appeared on Schedule A of Exoduspoint Capital Management, LpJan 19, 2024 · Control person joined · fact
- Joseph Enrico Corsalini (Chief Operating Officer) no longer on Schedule A of Exoduspoint Capital Management, Lp (listed 2023-03-30, absent 2024-01-19)Jan 19, 2024 · Control person left · inference
- Exoduspoint Capital Management, Lp reported RAUM $86.2B, down 26% from $115.7B (2022-10-31 to 2022-12-12)Dec 12, 2022 · RAUM change · derived
- Christopher Michael Neus (General Counsel) no longer on Schedule A of Exoduspoint Capital Management, Lp (listed 2020-07-28, absent 2020-09-11)Sep 11, 2020 · Control person left · inference
- Richard Brendan Kalb (General Counsel) appeared on Schedule A of Exoduspoint Capital Management, LpSep 11, 2020 · Control person joined · fact
- Robert Erik Addington (Chief Financial Officer) appeared on Schedule A of Exoduspoint Capital Management, LpFeb 15, 2019 · Control person joined · fact
- Exoduspoint Capital Management, Lp reported RAUM $82.3B, up 1790% from $4.4B (2018-11-02 to 2019-02-15)Feb 15, 2019 · RAUM change · derived
- Exoduspoint Capital Management, Lp filed its initial SEC registration (Form ADV)Mar 21, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Exoduspoint Capital Management, LP · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/exoduspointreportedpublic record, Form ADV, Sep 17, 2026
- Website
- exoduspoint.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (646) 940 - 9600reportedpublic record, Form ADV, Aug 19, 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