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-focused investment adviser organized as a limited liability company and SEC-registered in 2025. The firm bills clients under a fixed-fee and other fee arrangement and concentrates on portfolio management for pooled investment vehicles as well as for businesses and other institutions. Waypoint is not identified as an active ESG investor, does not operate as a capital allocator, and is not registered as a multi-state adviser. Its ownership is listed as individual. Waypoint’s business model includes hands-on roles with pooled vehicles: the firm serves as a sponsor, general partner, and managing member of such structures while also engaging third-party managers for alternative strategies.

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

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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

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth