WAYPOINT CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- STAMFORD, Connecticut
- CRD number
- 333573
- Registered since
- January 6, 2025
- Fee structure
- Fixed Fees, Other
- Client types
- Other50.29%
- Pooled Investment Vehicles49.71%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Waypoint Capital Partners, LLC is a limited liability company that provides portfolio management services to pooled investment vehicles and to businesses or institutional clients. The firm is registered with the SEC (registration year listed as 2025) and is owned by an individual stakeholder. Its client focus is institutional, and its fee arrangements are described as fixed fees plus other fee types. Waypoint does not position itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
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
- Other100%
Contacts
3 of 3Douglas Wells
Vice President, FinanceCRD 8001313
Philip Edmunds
General PartnerCRD 8001311
JOHN HENRY MOULTON
OwnerCRD 4518468
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
GREYLOCK CAPITAL MANAGEMENT, LLC
RIASTAMFORD, CT
TRIVENI CAPITAL INVESTMENTS LP
RIASTAMFORD, CT
HAMILTON ROBINSON LLC
RIASTAMFORD, CT
AIP CAPITAL ADVISORS LLC
RIASTAMFORD, CT
SCHOLTZ & COMPANY, LLC
RIASTAMFORD, CT
PEGASUS CAPITAL ADVISORS, L.P.
RIASTAMFORD, CT