{
  "crd_number": 297766,
  "slug": "stoic-point-capital-management-llc-palo-alto-ca-297766",
  "primary_business_name": "STOIC POINT CAPITAL MANAGEMENT LLC",
  "legal_name": "STOIC POINT CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Palo Alto",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41940",
  "metro": {
    "cbsa_code": "41940",
    "common_name": "San Jose",
    "msa_name": "San Jose-Sunnyvale-Santa Clara, CA",
    "path": "/advisors/ca/san-jose"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-29",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 119496738.0,
  "raum_discretionary": 119496738.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 35364920.0,
      "count": 6
    },
    "pooled_investment_vehicles": {
      "raum": 84131818.0,
      "count": 4
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles",
    "security_ratings_pricing"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/company/stoic-point-capital-management",
    "https://twitter.com/stoic_point"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297766",
  "city_as_filed": "PALO ALTO",
  "url": "https://advisorcensus.com/firm/stoic-point-capital-management-llc-palo-alto-ca-297766",
  "display_name": "Stoic Point Capital Management LLC",
  "summary": "Stoic Point Capital Management LLC is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Stoic Point Capital Management LLC (CRD 297766): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Security ratings or pricing services"
  ],
  "quick_answers": [
    {
      "q": "How is Stoic Point Capital Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stoic Point Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Stoic Point Capital Management LLC located?",
      "a": "Stoic Point Capital Management LLC's principal office is in Palo Alto, CA, according to its Form ADV."
    },
    {
      "q": "Is Stoic Point Capital Management LLC registered with the SEC or a state?",
      "a": "Stoic Point Capital Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 297766."
    },
    {
      "q": "How much does Stoic Point Capital Management LLC manage?",
      "a": "Stoic Point Capital Management LLC reports $119,496,738 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Stoic Point Capital Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (6); pooled investment vehicles (other than investment companies and business development companies) (4)."
    },
    {
      "q": "Which custodians does Stoic Point Capital Management LLC use?",
      "a": "Stoic Point Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citigroup Global Markets Inc. and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stoic Point Capital Management LLC report any disciplinary disclosures?",
      "a": "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/297766"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 119496738.0,
      "total_employees": 3,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Citigroup Global Markets Inc.",
      "name_as_filed": "CITIGROUP GLOBAL MARKETS INC.",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/stoic-point-capital-management-llc-palo-alto-ca-297766.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 6,
      "fewer_than_5": false,
      "raum": 35364920.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 84131818.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297766",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}