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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Wells, Douglas | I | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT FINANCE | NA | |
| Wells, Douglas | I | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT FINANCE | NA | |
| Wells, Douglas | I | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT FINANCE | NA | |
| Edmunds, Philip | I | PARTNER | D | Control |
| Edmunds, Philip | I | PARTNER | D | Control |
| Edmunds, Philip | I | PARTNER | D | Control |
| MOULTON, JOHN HENRY | I | MANAGING PARTNER | D | Control |
| MOULTON, JOHN HENRY | I | MANAGING PARTNER | D | Control |
| MOULTON, JOHN HENRY | I | MANAGING PARTNER | D | Control |
Registrations
Federal
IA
Jul 1, 2025 REGISTERED
Notice Filings (1)
CT
Address
677 WASHINGTON BLVD.9TH FLOOR
STAMFORD, CT 06901
United States
Phone: 203-548-9424