Adviser Profile
| As of Date | 05/01/2026 |
| Registration status | Registration Changed to STOIC POINT CAPITAL MANAGEMENT LLC |
| ADV Location | PALO ALTO, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 119,496,738 52% |
| of that, discretionary | 119,496,738 85% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 11,949,674 6% |
| % High Net Worth | 60.00% 110% |
| SMA’s | No |
| Private Funds | 0 3 |
Adviser Type
Client Types
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Security ratings or pricing services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
1
1
1
1