Waypoint Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stamford, CT. Its latest Form ADV filing, dated March 25, 2026, reports $311M in regulatory assets under management, 7 employees, and 7 accounts.
Assets Under Management
$311M
Employees
7
Offices
--
Total Clients
7
Primary office
STAMFORD, CT
677 WASHINGTON BLVD., 9TH FLOOR, STAMFORD, CT, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 85.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
85.7%
6
2
FAMILY OFFICE
14.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$311Mas of March 25, 2026
Discretionary49.7%
$154M
50% of total RAUM49.7%
Non-discretionary50.3%
$156M
50% of total RAUM50.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$311M
Total Accounts7
10Y AUM Change+$54M (+21.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee1:1
10Y Employee Change+1 (+16.7%)
* 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.