WAYPOINT CAPITAL PARTNERS ADVISORS, LLC
DBA: WAYPOINT CAPITAL PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $310.7M |
| Discretionary | $154.5M50% of AUM |
| Non-Discretionary | $156.2M |
| Client Accounts | 10 |
| Avg Account Size | $31.1M |
| Employees | 7 |
| Peak AUM | $310.7MJun 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $311M | +27.9% | +12.9% | — | |
| Discretionary AUM | $154M | ||||
Key Metrics
| Total AUM | $310.7M |
| Discretionary | $154.5M |
| Employees | 7 |
| Client Accounts | 10 |
Contact & Location
Address
677 WASHINGTON BLVD.
STAMFORD CT 06901
Phone
203-548-9424
Filing History
6 ADV Part 1 submissions
Fee Structure
Fixed Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$154M
49.7% of AUM
Non-Discretionary
$156M
50.3% of AUM
Disc. mix ▲ 4.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm