# Stempoint Capital LP

> Stempoint Capital LP is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 324248
- Filed as: STEMPOINT CAPITAL LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324248
- AdvisorCensus page: https://advisorcensus.com/firm/stempoint-capital-lp-new-york-ny-324248

## Quick answers

**How is Stempoint Capital LP compensated?**
On its Form ADV (Item 5.E, October 2026), Stempoint Capital LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Stempoint Capital LP located?**
Stempoint Capital LP's principal office is in New York, NY, according to its Form ADV.

**Is Stempoint Capital LP registered with the SEC or a state?**
Stempoint Capital LP is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 324248.

**How much does Stempoint Capital LP manage?**
Stempoint Capital LP reports $761,283,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Stempoint Capital LP's assets and staff changed since 2023?**
In the Form ADV data for Stempoint Capital LP: Regulatory assets under management: $264,000,000 in the October 2023 data and $761,283,000 in the October 2026 data, up 188%. Total employees: 6 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stempoint Capital LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Which custodians does Stempoint Capital LP use?**
Stempoint Capital LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Stempoint Capital LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324248

**What changed in Stempoint Capital LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $624,977,000 to $761,283,000 (+22%). Employees performing advisory functions went from 3 to 4.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $761,283,000
- Discretionary: $761,283,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $644,961,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $116,322,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (3 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stempointcapital.com
- LinkedIn @stempoint-capital-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $264,000,000 | 6 | September 13, 2023 |
| October 2024 | $440,900,000 | 5 | September 27, 2024 |
| October 2025 | $624,977,000 | 6 | April 28, 2025 |
| October 2026 | $761,283,000 | 7 | March 30, 2026 |

Regulatory assets under management: $264,000,000 in the October 2023 data and $761,283,000 in the October 2026 data, up 188%.
Total employees: 6 in October 2023 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $624,977,000 to $761,283,000 (+22%).
- Employees performing advisory functions went from 3 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stempoint Capital LP (CRD 324248): Form ADV filing data as of October 2026.