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POPLAR POINT CAPITAL MANAGEMENT LLC
CRD 165411File 801-132514
APPROVED
Custody
Filing as of May 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$110.1M
Bottom 25% of cohort (national)
Discretionary AUM
$110.1M
Clients
2
3 accounts
Employees
1
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 24, 2025
- Principal office
- 330 PRIMROSE RD, SUITE 400, BURLINGAME, CA, 94010
- Phone
- 650 239 9049
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $110.1M
- Discretionary AUM
- $110.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $55.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $47.6M |
| Pooled investment vehicles | 1 | $62.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.