Waypoint Capital Partners, LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 333573
- Registered since
- January 6, 2025
- Fee structure
- Fixed Fees, Other
- Client types
- Other50.28%
- Pooled Investment Vehicles49.72%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Waypoint Capital Partners, LLC is an institutional-focused investment adviser organized as a limited liability company and SEC-registered in 2025. The firm bills clients under a fixed-fee and other fee arrangement and concentrates on portfolio management for pooled investment vehicles as well as for businesses and other institutions. Waypoint is not identified as an active ESG investor, does not operate as a capital allocator, and is not registered as a multi-state adviser. Its ownership is listed as individual. Waypoint’s business model includes hands-on roles with pooled vehicles: the firm serves as a sponsor, general partner, and managing member of such structures while also engaging third-party managers for alternative strategies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Contacts
3 of 3Douglas Wells
Vice President, FinanceCRD 8001313
Philip Edmunds
General PartnerCRD 8001311
John Henry Moulton
OwnerCRD 4518468
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, CT, 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
- Fairfield
- Address
- 677 Washington Blvd
- Time zone
- ET (UTC-5)
- Office locations
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