WAYPOINT CAPITAL PARTNERS ADVISORS, LLC
Legal name: WAYPOINT CAPITAL PARTNERS, LLC
CRD #333573 SEC #801-131702 STAMFORD, CT 203-548-9424
SEC Registered Private Funds
Total AUM
$242.9M
Discretionary
$110.5M
Employees
7
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $242.9M | $110.5M | $132.4M | 7 | 0 |
| Mar 2025 | $242.9M | $110.5M | $132.4M | 7 | 0 |
| Nov 2024 | $256.5M | $90.7M | $165.7M | 6 | 0 |
DateJul 2025
Total AUM$242.9M
Discretionary$110.5M
Non-Disc.$132.4M
Employees7
Clients0
DateMar 2025
Total AUM$242.9M
Discretionary$110.5M
Non-Disc.$132.4M
Employees7
Clients0
DateNov 2024
Total AUM$256.5M
Discretionary$90.7M
Non-Disc.$165.7M
Employees6
Clients0