WAYPOINT ASSET MANAGEMENT LLC
  • WAYPOINT ASSET MANAGEMENT LLC

Adviser Profile

As of Date 05/02/2024
Registration status Terminated
ADV Location BOCA RATON, FL, United States
Contact Info 203 xxxxxxx
Websites
AUM* 141,264,977 16%
of that, discretionary 9,718,791 13%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 20,180,711 -17%
SMA’s Yes
Private Funds 0 2

Adviser Type

- Large advisory firm

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

132M 113M 94M 75M 56M 38M 19M
2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary