1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WAYPOINT CAPITAL PARTNERS, LLC

Map pinSTAMFORD, CT
Phone203-548-9424
NotebookSEC #801-131702
Total AUM
$310.6M
Employees
7
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
677 WASHINGTON BLVD.
9TH FLOOR
STAMFORD
CT 06901
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
203-548-9424

ReceiptFinancials

Total AUM
$310.6M
Accounts
7
Discretionary
$154.4M
Accounts
6
Non-Discretionary
$156.2M
Accounts
1

ContactClients

View more in analytics →

Pooled Vehicle Clients
6
AUM
$154.4M
Other Clients
1
AUM
$156.2M
Description of Other Clients
FAMILY OFFICE

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
PROFITS INTEREST PAID TO AFFILIATED ENTITY

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account