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WAYPOINT CAPITAL PARTNERS, LLC

WAYPOINT CAPITAL PARTNERS ADVISORS, LLC

CRD 333573 · SEC 801-131702

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677 WASHINGTON BLVD., 9TH FLOOR, STAMFORD, CT, 06901, United States

Phone

203-548-9424

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$310.7M

Discretionary AUM

$154.5M

Team

7 total employees; 7 advisory reps

Clients

—

Fees

Fixed fees; PROFITS INTEREST PAID TO AFFILIATED ENTITY

Org form

Limited Liability Company

Filing date

2026-06-12

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles9$154.5M

States served

CT

All web addresses on file

Official SEC filing: View on IAPD