Stempoint Capital LP

RIASEC RegisteredEst. 2022
Total AUM
$761M
Discretionary
$761M
100% of AUM
Avg account
$95.2M
Accounts
8
Employees
7
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
324248
Registered since
December 15, 2022
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles84.72%
  • Corporations / Businesses15.28%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stempoint Capital LP is a limited partnership that operates as a hedge fund and is SEC-registered (2022). The firm works primarily with institutional clients and functions in roles typical for commodity pool operators or commodity trading advisors, managing pooled vehicles and providing portfolio management for businesses and institutions. Its fee model combines asset-based management fees with performance-based compensation. Stempoint does not position itself as an ESG investor and is not registered as a multi-state adviser or pension consultant. The firm also serves as sponsor/GP/managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Non-Exchange Traded Equities 2%98%
  • Exchange Traded Equities98%
  • Non-Exchange Traded Equities2%

Owners & executives

3 of 3
  • Michelle Ross

    Michelle Ross

    CIO & Managing PartnerCRD 5012093

  • Kevin Roan

    Chief Compliance OfficerCRD 8021299

  • Robert Gorynski

    Robert Gorynski

    Chief Financial OfficerCRD 7791881

Contacts

1 of 1
  • Sean Tan

    Managing PartnerCRD 5578947

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
520 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth