Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Surgepoint Capital LLC

Surgepoint Capital LLC

Angel fund or groupNew York, NYsurgepointcap.comSEC venture capital fund adviseremerging manager

name or self-description says angel

Importance
7
low
Active deployment
25
moderate
Emerging
79
high
Completeness
56
elevated
Freshness
100
high
Research priority
27
moderate
Identity and regulatory footprint
Headquarters
New York, NYadviserinfo.sec.gov
Office address
757 THIRD AVENUE, FLOOR 20 SUITE 2130, New York, NY, 10017adviserinfo.sec.gov
Business phone
917-275-7339adviserinfo.sec.gov
SEC adviser type
exempt reporting adviseradviserinfo.sec.gov
SEC exemption claimed
venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
Latest Form ADV
Feb 19, 2026
Private funds reported
1 (1 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$25.3Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
business email
hello@surgepointcap.comsurgepointcap.compublished by the subject
business email
jsnider@surgepointcap.comsurgepointcap.compublished by the subject
business phone
917-275-7339adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
ai, healthcare, consumer, hardware, robotics, space, devtools, industrial
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
angel
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
1 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
SurgePoint Angel Fund, LPSeed fund2024 form d first saleEarly deployment$25.3M
Sep 12, 2026
12$25.0MJan 3, 2025
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
2 current, 0 departed
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
2 dated events
  1. Sep 13, 2026
    Surgepoint Capital LLC: SEED_FUND_MANAGER -> ANGEL_FUND (name or self-description says angel)
    Classification changedClassificationInferenceno URL
  2. Jan 9, 2025
    Surgepoint Capital LLC appears on the SEC adviser roster (ERA, venture capital fund adviser exemption)
Classification history
  1. Sep 13, 2026
    Angel fund or group (confirmed, 95%, cls-1)
    name or self-description says angel
  2. Sep 12, 2026
    Seed fund manager (confirmed, 95%, cls-1)
    seed vehicles only
Evidence
24 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_exemption,vc_funds_reportedFeb 19, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC exemption claimedventure_capital_fund_adviserFeb 19, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeexempt_reporting_adviserFeb 19, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2026-02-19Feb 19, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Adv pdf loadedadv-pdf-1Sep 12, 2026FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
SEC statusERA - ActiveFeb 19, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2025-01-09Feb 19, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone917-275-7339Feb 19, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersNew York, NYFeb 19, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address757 THIRD AVENUE, FLOOR 20 SUITE 2130, New York, NY, 10017Feb 19, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Self-described typeangel
Our first endeavor - an angel fund dedicated
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typeangel
Our first endeavor - an angel fund dedicated
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typeangel
Our first endeavor - an angel fund dedicated
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Legal formLimited Liability CompanyFeb 19, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported1Feb 19, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$25.3MFeb 19, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Stated sectorsai,healthcare,consumer,hardware,robotics,space,devtools,industrial
sector words on the home page
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsai,healthcare,consumer,hardware,robotics,space,devtools,industrial
sector words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsai,healthcare,consumer,hardware,robotics,space,devtools,industrial
sector words on the home page
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported1Feb 19, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Websitehttps://www.surgepointcap.comFeb 19, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Site titleSurgePoint Capital
title tag
Sep 17, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleSurgePoint Capital
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleSurgePoint Capital
title tag
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)