| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Waypoint Greenshades Investor, LLC | Other Private | $44.8M | — |
| Waypoint-Bp Investor, LLC | Other Private | $25.1M | — |
| Waypoint-Synergy Investor, LLC | Other Private | $20.5M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Wells | Chief Compliance Officer And Vice President Finance | Under 5% | 2024 |
| John Henry Moulton Control | Managing Partner | 50-75% | 2022 |
| Philip Edmunds Control | Partner | 50-75% | 2022 |
Waypoint Capital Partners Advisors, LLC reports $242.9 million in regulatory assets under management on its Form ADV.
Waypoint Capital Partners Advisors, LLC manages 5 private funds with combined gross assets of $110.5 million.
Waypoint Capital Partners Advisors, LLC reports 7 employees.
Waypoint Capital Partners Advisors, LLC is based in Stamford, CT and has been SEC-registered since 2025.
Waypoint Capital Partners Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 677 Washington Blvd., 9th Floor, Stamford, CT 06901 |
| Phone | 203-548-9424 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $110.5M |
| Non-discretionary | $132.4M |
| Total (RAUM) | $242.9M |