Stony Point Capital

RIASEC RegisteredEst. 2020
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$299M
Accounts
5
Employees
5
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
283066
Registered since
July 23, 2020
Custodians
CITI PRIVATE BANK, MORGAN STANLEY & CO. LLC, MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Sovereign Wealth Funds73.46%
  • Pension & Profit Sharing Plans23.41%
  • Pooled Investment Vehicles3.13%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stony Point Capital is a privately held LLC operating as a hedge fund manager that registered with the SEC in 2020. The firm serves institutional clients and functions in both portfolio management for pooled vehicles and for businesses or institutions. It also performs CPO/CTA activities and acts as a sponsor/GP/managing member of pooled investment vehicles. Its compensation combines a percentage-of-assets under management fee with performance-based fees. Stony Point does not identify as an active ESG investor and is not positioned as a multi-state or pension-focused adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 6%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents6%

Owners & executives

3 of 3
  • Richard Walters

    Richard Walters

    Chief Investment Officer And Portfolio ManagerCRD 5154578

  • Cameron Silbert

    Cameron Silbert

    Chief Operating Officer & Chief Compliance OfficerCRD 6571154

  • Michael Bartlett

    Michael Bartlett

    Chief Financial OfficerCRD 6321943

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
4 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth