RIA Intelligence

WAYPOINT ASSET MANAGEMENT LLC

CRD #166200 SEC #801-120857 BOCA RATON, FL 203-658-7001
SEC Registered Private Funds
Total AUM
$141.3M
Discretionary
$9.7M
Employees
2
Clients
--
Accounts
7

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 12, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DA CORTE- ABREU, AMERICOICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
DA CORTE- ABREU, AMERICOICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
DA CORTE- ABREU, AMERICOICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
DA CORTE- ABREU, AMERICOICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
DA CORTE- ABREU, AMERICOICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
DA CORTE- ABREU, AMERICOICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
DA CORTE- ABREU, AMERICOICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
DA CORTE- ABREU, AMERICOICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
DA CORTE- ABREU, AMERICOICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
DA CORTE- ABREU, AMERICOICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
DA CORTE- ABREU, AMERICOICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
PEDREIRA, JUAN, JOSEIPRINCIPALE Control
PEDREIRA, JUAN, JOSEIPRINCIPALE Control
PEDREIRA, JUAN, JOSEIPRINCIPALE Control
PEDREIRA, JUAN, JOSEIPRINCIPALE Control
PEDREIRA, JUAN, JOSEIPRINCIPALE Control
PEDREIRA, JUAN, JOSEIPRINCIPALE Control
PEDREIRA, JUAN, JOSEIPRINCIPALE Control
PEDREIRA, JUAN, JOSEIPRINCIPALE Control
PEDREIRA, JUAN, JOSEIPRINCIPALE Control
PEDREIRA, JUAN, JOSEIPRINCIPALE Control
PEDREIRA, JUAN, JOSEIPRINCIPALE Control

Registrations

Federal

IA
Mar 12, 2024 REGISTERED

Notice Filings (1)

FL

Address

1600 S. DIXIE HIGHWAY
SUITE 109
BOCA RATON, FL 33432
United States
Phone: 203-658-7001