STONY POINT CAPITAL

RIASEC RegisteredEst. 2020
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$299M
Accounts
5
Employees
5
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
283066
Registered since
July 23, 2020
Custodians
CITI PRIVATE BANK, MORGAN STANLEY & CO. LLC, MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Sovereign Wealth Funds73.46%
  • Pension & Profit Sharing Plans23.41%
  • Pooled Investment Vehicles3.13%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stony Point Capital is organized as a limited liability company and is registered with the SEC since 2020. The firm is structured and operated as a hedge fund manager that primarily serves institutional clients. It operates in roles typical of commodity pool operators/commodity trading advisors (CPO/CTA) and acts as sponsor and managing member for pooled investment vehicles. Advisory services emphasize portfolio management for pooled vehicles and for businesses or institutional accounts. Compensation includes both a percentage-of-AUM component and performance-based fees. Stony Point Capital does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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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 94%, Cash & Cash Equivalents 6%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents6%

Owners & executives

3 of 3
  • RICHARD WALTERS

    Chief Investment Officer And Portfolio ManagerCRD 5154578

  • CAMERON SILBERT

    Chief Operating Officer & Chief Compliance OfficerCRD 6571154

  • MICHAEL BARTLETT

    Chief Financial OfficerCRD 6321943

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
4 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth