Waypoint Capital Partners, LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 333573
- Registered since
- January 6, 2025
- Fee structure
- Fixed Fees, Other
- Client types
- Other50.28%
- Pooled Investment Vehicles49.72%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
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
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