# Waypoint Capital Partners, LLC

> Waypoint Capital Partners, LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 12, 2026.

- CRD: 333573
- Filed as: WAYPOINT CAPITAL PARTNERS, LLC
- Legal name: Waypoint Capital Partners Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: June 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333573
- AdvisorCensus page: https://advisorcensus.com/firm/waypoint-capital-partners-llc-stamford-ct-333573

## Quick answers

**How is Waypoint Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Waypoint Capital Partners, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other.

**Where is Waypoint Capital Partners, LLC located?**
Waypoint Capital Partners, LLC's principal office is in Stamford, CT, according to its Form ADV.

**Is Waypoint Capital Partners, LLC registered with the SEC or a state?**
Waypoint Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333573.

**How much does Waypoint Capital Partners, LLC manage?**
Waypoint Capital Partners, LLC reports $310,710,728 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (50% discretionary).

**How have Waypoint Capital Partners, LLC's assets and staff changed since 2025?**
In the Form ADV data for Waypoint Capital Partners, LLC: Regulatory assets under management: $242,867,423 in the October 2025 data and $310,710,728 in the October 2026 data, up 28%. Total employees: 7 in October 2025 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Waypoint Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9); other (1).

**Does Waypoint Capital Partners, 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/333573

**What changed in Waypoint Capital Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $242,867,423 to $310,638,388 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $310,710,728
- Discretionary: $154,477,771
- Non-discretionary: $156,232,957

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $154,477,771 |
| Other | 1 | $156,232,957 |

### 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: 2025 (1 year)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- waypointcapitalpartners.com
- LinkedIn @waypointcapitalpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $242,867,423 | 7 | July 1, 2025 |
| October 2026 | $310,710,728 | 7 | June 12, 2026 |

Regulatory assets under management: $242,867,423 in the October 2025 data and $310,710,728 in the October 2026 data, up 28%.
Total employees: 7 in October 2025 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $242,867,423 to $310,638,388 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Waypoint Capital Partners, LLC (CRD 333573): Form ADV filing data as of October 2026.