Active
WAYPOINT CAPITAL PARTNERS, LLC
Investment Advice|STAMFORD, CT
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$242.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 110.5M |
| Non-Discretionary | 132.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 333573 |
| SEC Number | 801-131702 |
| Street Address | 677 WASHINGTON BLVD. |
| Street Address 2 | 9TH FLOOR |
| Location | STAMFORD, CT 06901 |
| Country | United States |
| Phone | 203-548-9424 |
| Total Employees | 7 |
Client Count by Type (6 Total)
| Category | Value |
|---|---|
| Pooled Investment Vehicle… | 5 |
| Other | 1 |
Community Partners
BROOKFIELD VOLUNTEER FIRE DEPARTMENT CANDLEWOOD CO INC
BROOKFIELD WPCA
CITY OF DANBURY CT
CITY OF NORWALK
CITY OF SHELTON CT
CITY OF STAMFORD
DANBURY VOLUNTEER FIRE BATTALION NINETEEN, INC.
GLENBROOK ROAD ELDERLY HOUSING CORP
HOUSATONIC AREA REGIONAL TRAN SIT DISTRICT A PUBLIC ENTITY
HOUSATONIC RESOURCE RECOVERY
MERCURY MARKETING COMMUNICATIONS LLC
RIPPOWAM CORP
TOWN OF BETHEL
TOWN OF MONROE
TOWN OF NEW CANAAN TOWN HALL
TOWN OF NEWTOWN TOWN HALL
TOWN OF REDDING
TOWN OF TRUMBULL
BROOKFIELD VOLUNTEER FIRE DEPARTMENT CANDLEWOOD CO INC
BROOKFIELD WPCA
CITY OF DANBURY CT
CITY OF NORWALK
CITY OF SHELTON CT
CITY OF STAMFORD
DANBURY VOLUNTEER FIRE BATTALION NINETEEN, INC.
GLENBROOK ROAD ELDERLY HOUSING CORP
HOUSATONIC AREA REGIONAL TRAN SIT DISTRICT A PUBLIC ENTITY
HOUSATONIC RESOURCE RECOVERY
MERCURY MARKETING COMMUNICATIONS LLC
RIPPOWAM CORP
TOWN OF BETHEL
TOWN OF MONROE
TOWN OF NEW CANAAN TOWN HALL
TOWN OF NEWTOWN TOWN HALL
TOWN OF REDDING
TOWN OF TRUMBULL
BROOKFIELD VOLUNTEER FIRE DEPARTMENT CANDLEWOOD CO INC
BROOKFIELD WPCA
CITY OF DANBURY CT
CITY OF NORWALK
CITY OF SHELTON CT
CITY OF STAMFORD
DANBURY VOLUNTEER FIRE BATTALION NINETEEN, INC.
GLENBROOK ROAD ELDERLY HOUSING CORP
HOUSATONIC AREA REGIONAL TRAN SIT DISTRICT A PUBLIC ENTITY
HOUSATONIC RESOURCE RECOVERY
MERCURY MARKETING COMMUNICATIONS LLC
RIPPOWAM CORP
TOWN OF BETHEL
TOWN OF MONROE
TOWN OF NEW CANAAN TOWN HALL
TOWN OF NEWTOWN TOWN HALL
TOWN OF REDDING
TOWN OF TRUMBULL
Municipal Government
18 Active
18
Organizations
ASPETUCK HEALTH DISTRICT
CHARTER OAK COMMUNITIES
DANBURY HOUSING AUTHORITY
FIRST DISTRICT WATER DEPARTMENT
GEORGETOWN VOLUNTEER FIRE CO
GREATER BRIDGEPORT TRANSIT AUTHORITY
HOUSING AUTHORITY OF THE CITY OF BRIDGEPORT
NICHOLS FIRE DISTRICT
NORWALK REDEVELOPMENT AGENCY
NORWALK TRANSIT DISTRICT
OFFICE OF FIRE MARSHAL
STEVENSON VOLUNTEER FIRE CO
WESTPORT HOUSING AUTHORITY
ASPETUCK HEALTH DISTRICT
CHARTER OAK COMMUNITIES
DANBURY HOUSING AUTHORITY
FIRST DISTRICT WATER DEPARTMENT
GEORGETOWN VOLUNTEER FIRE CO
GREATER BRIDGEPORT TRANSIT AUTHORITY
HOUSING AUTHORITY OF THE CITY OF BRIDGEPORT
NICHOLS FIRE DISTRICT
NORWALK REDEVELOPMENT AGENCY
NORWALK TRANSIT DISTRICT
OFFICE OF FIRE MARSHAL
STEVENSON VOLUNTEER FIRE CO
WESTPORT HOUSING AUTHORITY
ASPETUCK HEALTH DISTRICT
CHARTER OAK COMMUNITIES
DANBURY HOUSING AUTHORITY
FIRST DISTRICT WATER DEPARTMENT
GEORGETOWN VOLUNTEER FIRE CO
GREATER BRIDGEPORT TRANSIT AUTHORITY
HOUSING AUTHORITY OF THE CITY OF BRIDGEPORT
NICHOLS FIRE DISTRICT
NORWALK REDEVELOPMENT AGENCY
NORWALK TRANSIT DISTRICT
OFFICE OF FIRE MARSHAL
STEVENSON VOLUNTEER FIRE CO
WESTPORT HOUSING AUTHORITY
Special District
13 Active
13
Organizations
CITY OF BRIDGEPORT
CITY OF DANBURY
COOPERATIVE EDUCATIONAL SERVICES
JOEL BARLOW HIGH SCHOOL
CITY OF BRIDGEPORT
CITY OF DANBURY
COOPERATIVE EDUCATIONAL SERVICES
JOEL BARLOW HIGH SCHOOL
CITY OF BRIDGEPORT
CITY OF DANBURY
COOPERATIVE EDUCATIONAL SERVICES
JOEL BARLOW HIGH SCHOOL
School District
4 Active
4
Organizations
06880 INC
10059 TRUMBULL MEMORIAL AUX TO POST
100 BLACK MEN OF STAMFORD INC
100GIRLSLEADING, INC
102D INFANTRY REGIMENT ASSOCIATION INC
1214 FOUNDATION INC
12 FOUNDATION INC
191 TEAMSTERS LOCAL RETIREE CHAPTER
1 FREEDOM FOR ALL
203 SQUASH ASSOCIATION INC
2070113 STAMFORD NATIONAL LIONE
20th Century Trends Institute Inc
222-29 UE LOCAL
290 POST ROAD WEST CORP
38TH REGIMENT OF FOOT
399 VFW-CONN VETERANS OF
6-Love Incorporated
86237 FAIRFIELD COUNTY USBC
AAAA SCHOLARSHIP FOUNDATION INC
AAAA TRADE SCHOOL LICENSING &
06880 INC
10059 TRUMBULL MEMORIAL AUX TO POST
100 BLACK MEN OF STAMFORD INC
100GIRLSLEADING, INC
102D INFANTRY REGIMENT ASSOCIATION INC
1214 FOUNDATION INC
12 FOUNDATION INC
191 TEAMSTERS LOCAL RETIREE CHAPTER
1 FREEDOM FOR ALL
203 SQUASH ASSOCIATION INC
2070113 STAMFORD NATIONAL LIONE
20th Century Trends Institute Inc
222-29 UE LOCAL
290 POST ROAD WEST CORP
38TH REGIMENT OF FOOT
399 VFW-CONN VETERANS OF
6-Love Incorporated
86237 FAIRFIELD COUNTY USBC
AAAA SCHOLARSHIP FOUNDATION INC
AAAA TRADE SCHOOL LICENSING &
06880 INC
10059 TRUMBULL MEMORIAL AUX TO POST
100 BLACK MEN OF STAMFORD INC
100GIRLSLEADING, INC
102D INFANTRY REGIMENT ASSOCIATION INC
1214 FOUNDATION INC
12 FOUNDATION INC
191 TEAMSTERS LOCAL RETIREE CHAPTER
1 FREEDOM FOR ALL
203 SQUASH ASSOCIATION INC
2070113 STAMFORD NATIONAL LIONE
20th Century Trends Institute Inc
222-29 UE LOCAL
290 POST ROAD WEST CORP
38TH REGIMENT OF FOOT
399 VFW-CONN VETERANS OF
6-Love Incorporated
86237 FAIRFIELD COUNTY USBC
AAAA SCHOLARSHIP FOUNDATION INC
AAAA TRADE SCHOOL LICENSING &
Nonprofit Organization
4408 Active
4408
Organizations
Community Partners85 organizations
BROOKFIELD VOLUNTEER FIRE DEPARTMENT CANDLEWOOD CO INC
Municipal Government·BROOKFIELD
BROOKFIELD WPCA
Municipal Government·BROOKFIELD
CITY OF DANBURY CT
Municipal Government·DANBURY
CITY OF NORWALK
Municipal Government·NORWALK
CITY OF SHELTON CT
Municipal Government·SHELTON
CITY OF STAMFORD
Municipal Government·STAMFORD
DANBURY VOLUNTEER FIRE BATTALION NINETEEN, INC.
Municipal Government·DANBURY
GLENBROOK ROAD ELDERLY HOUSING CORP
Municipal Government·STAMFORD
HOUSATONIC AREA REGIONAL TRAN SIT DISTRICT A PUBLIC ENTITY
Municipal Government·DANBURY
HOUSATONIC RESOURCE RECOVERY
Municipal Government·BROOKFIELD
MERCURY MARKETING COMMUNICATIONS LLC
Municipal Government·STAMFORD
RIPPOWAM CORP
Municipal Government·STAMFORD
TOWN OF BETHEL
Municipal Government·BETHEL
TOWN OF MONROE
Municipal Government·MONROE
TOWN OF NEW CANAAN TOWN HALL
Municipal Government·NEW CANAAN
TOWN OF NEWTOWN TOWN HALL
Municipal Government·NEWTOWN
TOWN OF REDDING
Municipal Government·REDDING
TOWN OF TRUMBULL
Municipal Government·TRUMBULL
ASPETUCK HEALTH DISTRICT
Special District·WESTPORT
DANBURY HOUSING AUTHORITY
Special District·DANBURY
FIRST DISTRICT WATER DEPARTMENT
Special District·NORWALK
GEORGETOWN VOLUNTEER FIRE CO
Special District·REDDING
GREATER BRIDGEPORT TRANSIT AUTHORITY
Special District·BRIDGEPORT
HOUSING AUTHORITY OF THE CITY OF BRIDGEPORT
Special District·BRIDGEPORT
NORWALK REDEVELOPMENT AGENCY
Special District·NORWALK
NORWALK TRANSIT DISTRICT
Special District·NORWALK
OFFICE OF FIRE MARSHAL
Special District·SHELTON
STEVENSON VOLUNTEER FIRE CO
Special District·MONROE
WESTPORT HOUSING AUTHORITY
Special District·WESTPORT
COOPERATIVE EDUCATIONAL SERVICES
School District·TRUMBULL
JOEL BARLOW HIGH SCHOOL
School District·REDDING
06880 INC
Nonprofit Organization·WESTPORT
10059 TRUMBULL MEMORIAL AUX TO POST
Nonprofit Organization·SHELTON
100 BLACK MEN OF STAMFORD INC
Nonprofit Organization·STAMFORD
100GIRLSLEADING, INC
Nonprofit Organization·BRIDGEPORT
102D INFANTRY REGIMENT ASSOCIATION INC
Nonprofit Organization·Danbury
1214 FOUNDATION INC
Nonprofit Organization·NEWTOWN
12 FOUNDATION INC
Nonprofit Organization·New Canaan
191 TEAMSTERS LOCAL RETIREE CHAPTER
Nonprofit Organization·BRIDGEPORT
1 FREEDOM FOR ALL
Nonprofit Organization·Danbury
203 SQUASH ASSOCIATION INC
Nonprofit Organization·WESTPORT
2070113 STAMFORD NATIONAL LIONE
Nonprofit Organization·STAMFORD
20th Century Trends Institute Inc
Nonprofit Organization·Stamford
222-29 UE LOCAL
Nonprofit Organization·Shelton
290 POST ROAD WEST CORP
Nonprofit Organization·WESTPORT
38TH REGIMENT OF FOOT
Nonprofit Organization·Danbury
399 VFW-CONN VETERANS OF
Nonprofit Organization·WESTPORT
6-Love Incorporated
Nonprofit Organization·Norwalk
86237 FAIRFIELD COUNTY USBC
Nonprofit Organization·NEWTOWN
AAAA SCHOLARSHIP FOUNDATION INC
Nonprofit Organization·MONROE
AAAA TRADE SCHOOL LICENSING &
Nonprofit Organization·MONROE
AACE INTERNATIONAL
Nonprofit Organization·Stamford
ABBOTTS HILL FARM INC
Nonprofit Organization·newtown
ABBYS ALLSTARS
Nonprofit Organization·Trumbull
ABC INC OF NEW CANAAN
Nonprofit Organization·NEW CANAAN
A BETTER CHANCE OF WESTPORT INC
Nonprofit Organization·WESTPORT
Ability Beyond Disability
Nonprofit Organization·Bethel
ABILITY BEYOND DISABILITY INC
Nonprofit Organization·BETHEL
A&B IT'S ALL GOOD INC
Nonprofit Organization·WESTPORT
A BRIDGE 2 CROSS INC ABC2C
Nonprofit Organization·NORWALK
ABUNDANT PLACE CDC
Nonprofit Organization·BRIDGEPORT
ACC ANGELS INC
Nonprofit Organization·STAMFORD
ACCELERATE YALE
Nonprofit Organization·Westport
ACCEPTDANCE INC
Nonprofit Organization·Bridgeport
ACCESSBRIDGEPORT INC
Nonprofit Organization·Bridgeport
ACCESS CARIBBEAN ASSISTANCE FUND
Nonprofit Organization·Newtown
ACCESS EDUCATIONAL SERVICES INC
Nonprofit Organization·Bridgeport
ACHIEVE LLC
Nonprofit Organization·Norwalk
ACJFOUNDATION HAITI SCHOOL AND ORPHANAGE INC
Nonprofit Organization·STAMFORD
ACROBATICS CIRCUS TROUPE INC
Nonprofit Organization·Norwalk
ACTION HOUSING INC
Nonprofit Organization·Stamford
ACTIVITIES FOR KIDS INC
Nonprofit Organization·STAMFORD
Acucares Foundation
Nonprofit Organization·SHELTON
ACUTE CARE GERIATRIC NURSING COLLABORATIVE INC
Nonprofit Organization·BRIDGEPORT
ADAM J LEWIS ACADEMY INC
Nonprofit Organization·BRIDGEPORT
ADASSA MARTIN FOUNDATION INC
Nonprofit Organization·Stamford
ADDING LOVE & SUPPORT INC
Nonprofit Organization·Westport
ADD STUDENT LEADERSHIP INC CO LOUISE LEVIN
Nonprofit Organization·WESTPORT
A DEVINE UNIVERSE FOR ALL
Nonprofit Organization·SHELTON
ADHA-CONNECTICUT
Nonprofit Organization·NORWALK
ADJACENT POSSIBLE STUDIO INC
Nonprofit Organization·NEW CANAAN