STOIC POINT CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2026
Total AUM
$119M
Discretionary
$119M
100% of AUM
Avg account
$11.9M
Accounts
10
Employees
3
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Cullen Rose

    Co-FounderCRD 6775323

  • RAJIV SHAH

    Co-FounderCRD 5160900

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth