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WAYPOINT CAPITAL PARTNERS, LLC
Legal name: WAYPOINT CAPITAL PARTNERS ADVISORS, LLC
CRD 333573File 801-131702
APPROVED
Custody
Filing as of Jun 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$310.7M
Below cohort median (national)
Discretionary AUM
$154.5M
Non-discretionary $156.2M
Clients
9
10 accounts
Employees
7
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 6, 2025
- Principal office
- 677 WASHINGTON BLVD., 9TH FLOOR, STAMFORD, CT, 06901
- Phone
- 203-548-9424
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $310.7M
- Discretionary AUM
- $154.5M
- Non-discretionary AUM
- $156.2M
- Discretionary accounts
- 9
- Non-discretionary accounts
- 1
- Total accounts
- 10
- AUM per client
- $34.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $154.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PROFITS INTEREST PAID TO AFFILIATED ENTITY
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 10 | 9 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.