Waypoint Capital Partners, LLC

RIASEC RegisteredEst. 2025
Total AUM
$311M
Discretionary
$154M
50% of AUM
Avg account
$31.1M
Accounts
10
Employees
7
Advisory reps
3

Firm details

Headquarters
Stamford, Connecticut
CRD number
333573
Registered since
January 6, 2025
Fee structure
Fixed Fees, Other
Client types
  • Other50.28%
  • Pooled Investment Vehicles49.72%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Waypoint Capital Partners, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its fee model includes fixed fees and other fee arrangements. Regulatory filings indicate Waypoint is not positioned as a multi-state adviser or pension consultant, and it does not identify as an active ESG investor or a third-party capital allocator. The firm also performs sponsor and general partner functions; filings list Waypoint as a sponsor, GP, and managing member of pooled investment vehicles, which points to hands-on involvement in private fund formation and management rather than only advisory roles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Other 100%100%
  • Other100%

Contacts

3 of 3
  • Douglas Wells

    Vice President, FinanceCRD 8001313

  • Philip Edmunds

    General PartnerCRD 8001311

  • John Henry Moulton

    OwnerCRD 4518468

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, 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
Fairfield
Address
677 Washington Blvd
Time zone
ET (UTC-5)
Office locations

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