# Stony Point Capital

> Stony Point Capital is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 283066
- Filed as: STONY POINT CAPITAL
- Legal name: Stony Point Capital LLC
- Also doing business as: STONY POINT CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283066
- AdvisorCensus page: https://advisorcensus.com/firm/stony-point-capital-new-york-ny-283066

## Quick answers

**How is Stony Point Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Stony Point Capital 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 Stony Point Capital located?**
Stony Point Capital's principal office is in New York, NY, according to its Form ADV.

**Is Stony Point Capital registered with the SEC or a state?**
Stony Point Capital is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 283066.

**How much does Stony Point Capital manage?**
Stony Point Capital reports $1,494,730,819 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**How have Stony Point Capital's assets and staff changed since 2021?**
In the Form ADV data for Stony Point Capital: Regulatory assets under management: $433,902,352 in the October 2021 data and $1,494,730,819 in the October 2026 data, up 244%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stony Point Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); pension and profit sharing plans (but not the plan participants or government pension plans) (1); sovereign wealth funds and foreign official institutions (1).

**Which custodians does Stony Point Capital use?**
Stony Point Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citibank N.A., Morgan Stanley & Co. International PLC and Morgan Stanley & Co. LLC as custodians holding 10% or more of its separately managed account assets.

**Does Stony Point Capital 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/283066

**What changed in Stony Point Capital's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,089,908,900 to $1,494,730,819 (+37%).

## 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))
- Citibank N.A.
- Morgan Stanley & Co. International PLC
- Morgan Stanley & Co. 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: $1,494,730,819
- Discretionary: $1,494,730,819
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $46,803,666 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $349,956,125 |
| Sovereign wealth funds and foreign official institutions | 1 | $1,097,971,028 |

### 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: 2020 (6 years)
- Employees: 5 total, 3 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)
- stonypointcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $433,902,352 | 6 | March 15, 2021 |
| October 2022 | $757,446,025 | 6 | September 12, 2022 |
| October 2023 | $420,917,450 | 5 | February 9, 2023 |
| October 2024 | $450,804,346 | 5 | February 5, 2024 |
| October 2025 | $1,089,908,900 | 5 | March 17, 2025 |
| October 2026 | $1,494,730,819 | 5 | March 2, 2026 |

Regulatory assets under management: $433,902,352 in the October 2021 data and $1,494,730,819 in the October 2026 data, up 244%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,089,908,900 to $1,494,730,819 (+37%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stony Point Capital (CRD 283066): Form ADV filing data as of October 2026.