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Firm profile

Stoic Point Capital Management LLC

PALO ALTO, CACRD 297766Registration Status: ApprovedEffective since April 29, 2026Latest ADV March 30, 2026

Stoic Point Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palo Alto, CA. Its latest Form ADV filing, dated March 30, 2026, reports $119M in regulatory assets under management, 3 employees, and 10 accounts.

Assets Under Management
$119M
Employees
3
Offices
--
Total Clients
10
Primary office
PALO ALTO, CA
645 HIGH STREET, SUITE B, PALO ALTO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORajiv P. Shah

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Security ratings or pricing services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentHNWI represent 60.0% of total clients.
Top client categories% of clientsClients
1
HNWI
60.0%
6
2
Pooled Investment Vehicles
40.0%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$119Mas of March 30, 2026
Discretionary100.0%
$119M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$119M
Total Accounts10
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee3:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.