# Stoic Point Capital Management LLC

> 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.

- CRD: 297766
- Filed as: STOIC POINT CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297766
- AdvisorCensus page: https://advisorcensus.com/firm/stoic-point-capital-management-llc-palo-alto-ca-297766

## Quick answers

**How is Stoic Point Capital Management LLC compensated?**
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.

**Where is Stoic Point Capital Management LLC located?**
Stoic Point Capital Management LLC's principal office is in Palo Alto, CA, according to its Form ADV.

**Is Stoic Point Capital Management LLC registered with the SEC or a state?**
Stoic Point Capital Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 297766.

**How much does Stoic Point Capital Management LLC manage?**
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).

**What types of clients does Stoic Point Capital Management LLC serve?**
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).

**Which custodians does Stoic Point Capital Management LLC use?**
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.

**Does Stoic Point Capital Management LLC 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/297766

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Citigroup Global Markets Inc.
- 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: $119,496,738
- Discretionary: $119,496,738
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 6 | $35,364,920 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $84,131,818 |

### 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
- Security ratings or pricing services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @stoic-point-capital-management
- X @stoic_point

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 11, 2021 |
| October 2022 | Not reported | Not reported | March 21, 2022 |
| October 2026 | $119,496,738 | 3 | March 30, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stoic Point Capital Management LLC (CRD 297766): Form ADV filing data as of October 2026.