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WAYPOINT CAPITAL PARTNERS ADVISORS, LLC

Doing business as WAYPOINT CAPITAL PARTNERS, LLC. SEC Form ADV profile.

Total regulatory AUM
$310,710,728
Discretionary
$154,477,771
Non-discretionary
$156,232,957

Firm details

CRD number
333573
SEC file number
801-131702
Main office
STAMFORD, CT, United States
Employees
7
SEC status
Approved
Fee structure
Fixed fees Other

As of October 2026.