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STONY POINT CAPITAL
Legal name: STONY POINT CAPITAL LLC
CRD 283066File 801-119114
APPROVED
Custody
Filing as of Mar 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.49B
Above cohort median (national)
Discretionary AUM
$1.49B
Clients
5
5 accounts
Employees
5
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 23, 2020
- Principal office
- 4 WORLD TRADE CENTER, 29TH FLOOR, NEW YORK, NY, 10007-2381
- Phone
- (646) 847-3320
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.49B
- Discretionary AUM
- $1.49B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- $298.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $1.10B |
| Pooled investment vehicles | 3 | $46.8M |
| Pension and profit sharing plans | Fewer than 5 | $350.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $1,089,908,900 | $1,494,730,819 | increased by$404,821,919 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $757,446,025 | $1,089,908,900 | increased by$332,462,875 |
| Mar 1, 2022 | Clients | 3 | 5 | increased by2 |
| Mar 1, 2022 | AUM | $433,902,352 | $757,446,025 | increased by$323,543,673 |
| Mar 1, 2022 | Accounts | 4 | 5 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STONY POINT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STONY POINT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.