Stoic Point Capital Management LLC

RIASEC RegisteredEst. 2026

Total AUM

$119M

Discretionary

$119M

100% of AUM

Avg account

$11.9M

Accounts

Employees

Advisory reps

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 a hedge-fund–structured investment adviser organized as an LLC that serves both high-net-worth individuals/families and institutional clients. The firm is registered with the SEC in 2026 and is owned by an individual. Its business mix includes acting as a CPO/CTA and providing portfolio management for pooled vehicles and for businesses or institutions, as well as security ratings and pricing services. Fee arrangements include asset-based fees, fixed fees, and performance-based compensation. The firm does not identify as an ESG-focused investor and is not indicated as a multi-state adviser.