Stony Point Capital Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 5
- Avg AUM / client
- $299M
- Accounts
- 5
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $46.8M | 3.13% |
| Pension and profit sharing plans | 1 | $350M | 23.4% |
| Sovereign wealth funds and foreign official institutions | 1 | $1.1B | 73.5% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $120M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Stony Point Capital Partners Master Fund Lp master | Hedge Fund | Cayman Islands | $120M | 38 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Walters, Richard, John | Chief Investment Officer / Portfolio Manager | Oct 2014 (12y) | ≈ 56.25% – 100% via Stony Point Capital Management Lp | |
| Silbert, Cameron, Ross | Chief Compliance Officer / Chief Operating Officer | Mar 2020 (6y) | Less than 5% | |
| Bartlett, Michael | Chief Financial Officer | Jan 2022 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stony Point Capital Management Lp | Sole Member / Managing Member | May 2019 | A | 75% or more |
| Spcgp Llc | General Partner | May 2019 | B | GP / trustee / elected manager of Stony Point Capital Management Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Walters, Richard, John: 75% – 100% of Stony Point Capital Management Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $120M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Stony Point Capital Partners Master Fund Lp | Hedge Fund | $120M | $1.0M | 38 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 1.32 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Morgan Stanley $1.0B (69% of AUM) Mar 2026
- Citibank $764M (51% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗