STOIC POINT CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 297766
- Registered since
- April 29, 2026
- Custodians
- CITIGROUP GLOBAL MARKETS INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles70.41%
- HNWI29.59%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSecurity Ratings / Pricing Services
Firm profile
FINTRXOverview
Stoic Point Capital Management LLC is organized as an LLC and operates as a hedge fund and commodity pool/CTA-type manager that runs pooled vehicles and provides portfolio management to businesses and institutions. The firm serves both high-net-worth individuals and families as well as institutional investors. Its fee schedule includes a mix of asset-based fees, fixed fees and performance-based compensation. Stoic Point is not positioned as an ESG-focused manager and is not a multi-state or pension consultant adviser. The firm’s advisory scope also includes security ratings or pricing services in addition to active portfolio management for pooled vehicles, which aligns with its classification as a manager that combines discretionary portfolio work for funds with broader advisory capabilities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
2 of 2Cullen Rose
Co-FounderCRD 6775323
RAJIV SHAH
Co-FounderCRD 5160900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALO ALTO, CA
SANTA CLARA
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 645 High St
- Time zone
- PT (UTC-8)
- Office locations
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