Exempt Reporting Adviser
Surgepoint Capital LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated February 19, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- ERA - Active
- Registered since
- January 9, 2025
- Principal office
- 757 Third Avenue, Floor 20 Suite 2130, New York, NY 10017
- Organized as
- Limited Liability Company, NY
- Fiscal year end
- December
- Other offices
- 1
- Website
- www.surgepointcap.com
Scale
- Private funds advised
- 1
- Private fund gross assets
- $25.3M
- Fund types
- 1 venture capital funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $25.0M reported sold across them
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (February 19, 2026). Item 11 covers the firm and its advisory affiliates.
Form D activity of the funds this firm advises, by year
1 issuer in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from January 12, 2024 to January 3, 2025. Reported sold across them: $25.0M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2024 | 1 | $25.0M | 12 |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.