WAYPOINT ASSET MANAGEMENT LLC
other names
- WAYPOINT ASSET MANAGEMENT LLC
{{ Info.Overview }}
| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
Adviser Profile
| Registration status | Terminated |
| As of Date | 05/02/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| AUM* | 141,264,977 16.28% |
| of that, discretionary | 9,718,791 12.76% |
| Private Fund GAV* | 0 |
| Avg Account Size | 20,180,711 -16.94% |
| SMA’s | Yes |
| Private Funds | 0 2 |
| Contact Info | 203 xxxxxxx |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
121M
104M
86M
69M
52M
35M
17M
2021
2022
2023