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STOIC POINT CAPITAL MANAGEMENT LLC
CRD 297766 · SEC 801-136059
645 HIGH STREET, SUITE B, PALO ALTO, CA, 94301, United States
Phone
650-503-9750
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.5M
Discretionary AUM
$119.5M
Team
3 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)Security ratings
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $35.4M |
| Pooled investment vehicles | 4 | $84.1M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD