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SEC-registered adviser

F••••• P•••• C•••••• L••

Other adviserSan Francisco, CaliforniaCRD 339729SEC 801-135023websiteIAPD
Latest filing May 1, 2026
First filing on the tape Nov 21, 2025 · 2 filings
SEC status approved since Jan 2, 2026
RAUM
$280M
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
3
2 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
2
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$280M as of May 1, 2026
Nov 21, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 1, 2026
Nov 21, 20250 then
Employees (5.A)3 as of May 1, 2026
Nov 21, 20252 then
Private funds: 2
Practice profile
derived from the filing of May 1, 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
$93.3MderivedRAUM 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
unknownderived3 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween 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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody
$68.0M, 2 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)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$68.0M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
3reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$68.0M for 2 clientsreported
Compensation
performancereported
Class basis
private_client_share=0.0 fund_share=0.24 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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • I••••••••• A••••••••• · Managing Partnercontrol
        since 09/2025 · owns less than 5%
      • J•••••• M••••••• B•••••• · Chief Compliance Officer & Principal, Investingcontrol
        since 10/2025 · owns less than 5%
      Entity owners
      • F••••• P•••• H••••••• L•• · Sole Member
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • business activity changedChange between filings · filing May 1, 2026
        advises private funds (Item 7.B): no on the filing of 2025-11-21, yes on the filing of 2026-05-01
        peers: other advisers, $100M to $500M (212)
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Accounts · 0 to 3
        Nov 21, 2025 to May 1, 2026
      • Advisory activities · 1 to 2
        Nov 21, 2025 to May 1, 2026
      • Pooled vehicle clients · 0 to 2
        Nov 21, 2025 to May 1, 2026
      • Assets in custody · $0 to $68.0M
        Nov 21, 2025 to May 1, 2026
      • Employees · 2 to 3
        Nov 21, 2025 to May 1, 2026
      • Financial planning clients · 0 to
        Nov 21, 2025 to May 1, 2026
      • Other offices · 0 to 2
        Nov 21, 2025 to May 1, 2026
      • Private funds · unset to 2
        Nov 21, 2025 to May 1, 2026
      • Discretionary RAUM · $0 to $280M
        Nov 21, 2025 to May 1, 2026
      • Pooled vehicle RAUM · $0 to $68.0M
        Nov 21, 2025 to May 1, 2026
      • RAUM · $0 to $280M
        Nov 21, 2025 to May 1, 2026
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/fathom-pointreportedpublic record, Form ADV, Sep 21, 2026
      Website
      f•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      415-636-5500reportedpublic record, Form ADV, May 1, 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
      Other adviserderiveda 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