SourcingSourcing

WAYPOINT CAPITAL PARTNERS ADVISORS, LLC

C37
CRD 333573·SEC 801-131702·STAMFORD, CT
AUM
$310.6M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$932K
@ 30% margin
Est. Deal Value
$7.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WAYPOINT CAPITAL PARTNERS ADVISORS, LLC
CRD
333573
SEC file #
801-131702
EIN
—
DBA names
Waypoint Capital Partners, Llc

Economics

AUM
$310.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$242.9M → $310.6M▲ +28%
Client mix
Pooled Investment Vehicles6
Other1

Operations

Employees (total)
7
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
7 advisors → 7 advisors▬ 0%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
Fixed feesOther Compensation

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
waypointcapitalpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Edmunds, Philip
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Edmunds, Philip
MOULTON, JOHN HENRY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WAYPOINTCAPITALPARTNERS.COM
Rdap Domain Creation Date
2015-01-13T15:52:48Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan12
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-13T15:52:48Z
Rdap Domain Last Changed
2025-10-01T20:55:49Z
Rdap Nameservers
Ns12.wixdns.netNs13.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
8001311
Trust Company Affiliate
No

People (3)

3
Edmunds, Philip
Direct Owner · 62.5%
8001311
MOULTON, JOHN HENRY
Direct Owner · 62.5%
4518468
Wells, Douglas
Executive Officer · 2.5%
8001313