Investment adviser · CRD 151807

ARCHPOINT INVESTORS

Investment adviser filing (IA)

ARCHPOINT INVESTORS LLC

CORAL GABLES, FL, United States · Form ADV filed Mar 3, 2026

Regulatory AUM: $4.13B
Client accounts: 287
Employees: 11
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	27	$3,863,400,600	93.5%
Charities	9	$231,577,576	5.6%
Pooled investment vehicles	2	$38,140,626	0.9%

Filing source

Form ADV 2044514 · Mar 3, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ARCHPOINT BARB, LPOther Private Fund · Last reported Mar 3, 2026$29.8MGross asset value

Form D fundraising filings

ArchPoint BARB, LP

Fund administrator IQ EQ FUND SERVICES (CAYMAN) LIMITED GEORGE TOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FORVIS MAZARS LLP DALLAS, Texas, United States

Custodian DEUTSCHE BANK SECURITIES INC. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS MAZARS LLP
PCAOB 686

DEUTSCHE BANK SECURITIES INC.
SEC 8-17822

Fund details & source

Fund ID: 805-3322704515
Reported beneficial owners: 49
Minimum commitment: $100K
Form D file number: 021-431527

Form ADV 2044514 · Mar 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ARCHPOINT BOLTTECH, LPOther Private Fund · Last reported Mar 3, 2026$8.37MGross asset value

Form D fundraising filings

Archpoint Bolttech, LP

Fund administrator IQ EQ FUND SERVICES (CAYMAN) LIMITED GEORGE TOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FORVIS MAZARS LLP SPRINGFIELD, Missouri, United States

Custodian NORTHERN TRUST SECURITIES, INC. CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS MAZARS LLP
PCAOB 686

NORTHERN TRUST SECURITIES, INC.
SEC 8-23689

Fund details & source

Fund ID: 805-8102541941
Reported beneficial owners: 6
Minimum commitment: $100K
Form D file number: 021-404999

Form ADV 2044514 · Mar 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 3, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

2701 S LE JEUNE RD, #1111
CORAL GABLES, FL, 33134, United States

CRD 151807

Filing source

Form ADV 2044514 · Mar 3, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.