Waypoint Capital Partners Advisors, LLC
● SEC registered since 2025CRD 333573SEC# 801-131702Stamford, CT
Ranks #4,535 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$310.7M
Fund GAV
$154.5M
Private funds
9
Employees
7
Accounts
10
Location
Stamford, CT
Waypoint Capital Partners Advisors, LLC assets under management
Waypoint Capital Partners Advisors, LLC is an investment advisory firm registered with the SEC based in Stamford, CT. The firm has been registered since 2025. It reports $310.7 million in regulatory assets under management and employs 7 people. Waypoint Capital Partners Advisors, LLC manages 9 private funds with combined gross assets of $154.5 million, including Waypoint-Bp Investor, LLC. By regulatory assets, it ranks 4,535 of 6,004 private fund managers.
Waypoint Capital Partners Advisors, LLC private funds
9 funds · $154.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Waypoint-Bp Investor, LLC | Private Equity | $49.6M | — |
| Waypoint Greenshades Investor, LLC | Private Equity | $39.5M | — |
| Waypoint-Synergy Investor, LLC | Private Equity | $31.3M | — |
See all 9 funds — unlock the full record.
Join to unlock · $37/moWaypoint Capital Partners Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Wells | Chief Compliance Officer And Vice President Finance | Under 5% | 2024 |
| John Henry Moulton Control | Managing Partner | 50-75% | 2022 |
| Philip Edmunds Control | Partner | 50-75% | 2022 |
Frequently asked questions
How much does Waypoint Capital Partners Advisors, LLC manage?
Waypoint Capital Partners Advisors, LLC reports $310.7 million in regulatory assets under management on its Form ADV.
How many private funds does Waypoint Capital Partners Advisors, LLC manage?
Waypoint Capital Partners Advisors, LLC manages 9 private funds with combined gross assets of $154.5 million.
How many employees does Waypoint Capital Partners Advisors, LLC have?
Waypoint Capital Partners Advisors, LLC reports 7 employees.
Where is Waypoint Capital Partners Advisors, LLC located?
Waypoint Capital Partners Advisors, LLC is based in Stamford, CT and has been SEC-registered since 2025.
Does Waypoint Capital Partners Advisors, LLC disclose fund performance?
Waypoint Capital Partners Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 677 Washington Blvd., 9th Floor, Stamford, CT 06901 |
| Phone | 203-548-9424 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$310.7M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
AUM vs fund managersTop 76%
Larger than 24% of 6,004 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$310.7Mregulatory AUM
Discretionary $154.5MNon-discretionary $156.2M
Fund type mix
Private Equity8
Other Private1
Service providers
Auditor
Custodian
Administrator