Data / Investment advisers / Connecticut / Waypoint Capital Partners, LLC
Waypoint Capital Partners, LLC, Stamford, CT: $311 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Waypoint Capital Partners, LLC is an SEC registered investment adviser with its main office in Stamford, Connecticut and reports $311 million in regulatory assets under management in its Form ADV filed June 12, 2026. Its clients include pooled investment vehicles. It is paid through fixed fees and other fees. It advises 9 private funds.
The request: Watch Waypoint Capital Partners, LLC (CRD number 333573): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 333573
- SEC file number
- 801-131702
- SEC status
- Approved, effective January 6, 2025
- Legal name
- Waypoint Capital Partners Advisors, LLC
- Main office
- 677 Washington Blvd. 9th Floor, Stamford, CT 06901
- Phone
- (203) 548-9424
- Website
- waypointcapitalpartners.com
- Regulatory AUM
- $310,710,728 in the Form ADV filed June 12, 2026
- Discretionary AUM
- $154,477,771
- Non discretionary AUM
- $156,232,957
- Accounts
- 10
- Employees
- 7, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees, other fees
- Private funds
- 9: 8 private equity funds, 1 other private fund
- Gross assets of private funds
- $154,477,771
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $154.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $310.7 million | June 12, 2026 |
| April 1, 2026 | $310.6 million | March 25, 2026 |
| December 1, 2025 | $242.9 million | July 1, 2025 |
Other advisers in Stamford
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Arkview Capital, L.P. | Stamford | $355.9 million | 10 | adviserinfo.sec.gov |
| Education Growth Partners, LLC | Stamford | $347.1 million | 11 | adviserinfo.sec.gov |
| Scholtz & Company, LLC | Stamford | $340.5 million | Not listed | adviserinfo.sec.gov |
| Aip Capital Advisors LLC | Stamford | $340 million | 1 | adviserinfo.sec.gov |
| Greylock Capital Management, LLC | Stamford | $313.9 million | 1 | adviserinfo.sec.gov |
| Triveni Capital Investments LP | Stamford | $300.9 million | 1 | adviserinfo.sec.gov |
| Hamilton Robinson LLC | Stamford | $292.4 million | 6 | adviserinfo.sec.gov |
| Baypointe Partners, LLC | Stamford | $270.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Stamford, CT
- Investment advisers in Connecticut
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Waypoint Capital Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.