Stoic Point Capital Management Llc
- Regulatory AUM
- $119M
- Discretionary
- $119M
- Clients
- 10
- Avg AUM / client
- $11.9M
- Accounts
- 10
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 6 | $35.4M | 29.6% |
| Pooled investment vehicles (non-investment companies) | 4 | $84.1M | 70.4% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2023 · $45.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Stoic Point Alpha Capital Lp | Hedge Fund | Delaware | $30.1M | 18 |
| Stoic Onshore Lp master | Hedge Fund | Delaware | $15.5M | 29 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rajiv Prabodh Shah | Registered representative | May 2023 (3y) | ||
| Cullen James Rose | Registered representative | CFA | Oct 2025 (1y) |
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 (2, $45.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Stoic Point Alpha Capital Lp | Hedge Fund | $30.1M | $100K | 18 |
| Stoic Onshore Lp | Hedge Fund | $15.5M | $0 | 29 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.5 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Security ratings or pricing services
Custody
Reported custodians
- Citigroup Global Markets Inc. $33.8M (28% of AUM) Mar 2026
- J.P. Morgan $1.5M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗