Data / Investment advisers / Colorado / Alder Point Capital Management LLC
Alder Point Capital Management LLC, Lafayette, CO: $121 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Alder Point Capital Management LLC is an SEC registered investment adviser with its main office in Lafayette, Colorado and reports $121 million in regulatory assets under management in its Form ADV filed May 15, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.
The request: Watch Alder Point Capital Management LLC (CRD number 337839): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 337839
- SEC file number
- 801-136511
- SEC status
- Approved, effective June 17, 2026
- Main office
- 401 E. Cleveland St. Suite B, Lafayette, CO 80026
- Phone
- (720) 686-3508
- Regulatory AUM
- $121,307,020 in the Form ADV filed May 15, 2026
- Discretionary AUM
- $121,307,020
- Accounts
- 3
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 3: 3 real estate funds
- Gross assets of private funds
- $157,164,665
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $121.3 million |
Other advisers in Colorado
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Jim Saulnier & Associates, LLC | Fort Collins | $286.4 million | Not listed | adviserinfo.sec.gov |
| Lotusgroup Advisors | Denver | $286 million | Not listed | adviserinfo.sec.gov |
| Bespoke Advisory | Evergreen | $284 million | Not listed | adviserinfo.sec.gov |
| Vital Investment Management LLC | Loveland | $283.9 million | Not listed | adviserinfo.sec.gov |
| Bear Creek Fund Advisors LLC | Denver | $282.5 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Alder Point Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.