Waypoint Capital Partners Advisors, Llc
- Regulatory AUM
- $311M
- Discretionary
- $154M
- Clients
- 10
- Avg AUM / client
- $31.1M
- Accounts
- 10
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $154M | 49.7% |
| Other | 1 | $156M | 50.3% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $90.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Waypoint Greenshades Investor, Llc | Other Private Fund | Delaware | $31.5M | 3 |
| Waypoint Bp Investor, Llc | Other Private Fund | Delaware | $25.1M | 6 |
| Waypoint Wonders Investor, Llc | Other Private Fund | Delaware | $21.3M | 5 |
| Waypoint Synergy Investor, Llc | Other Private Fund | Delaware | $12.8M | 7 |
| Waypoint Capital Advisors, Llc | Other Private Fund | Delaware | $0 | 2 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edmunds, Philip | Partner | Apr 2022 (4y) | 50% – 75% | |
| Moulton, John Henry | Managing Partner | Apr 2022 (4y) | 50% – 75% | |
| Wells, Douglas | Chief Compliance Officer And Vice President Finance | Jan 2024 (3y) | Less than 5% |
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 (5, $90.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Waypoint Greenshades Investor, Llc | Other Private Fund | $31.5M | $0 | 3 |
| Waypoint Bp Investor, Llc | Other Private Fund | $25.1M | $0 | 6 |
| Waypoint Wonders Investor, Llc | Other Private Fund | $21.3M | $0 | 5 |
| Waypoint Synergy Investor, Llc | Other Private Fund | $12.8M | $0 | 7 |
| Waypoint Capital Advisors, Llc | Other Private Fund | $0 | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 2.86 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
- • Fixed fees
- • Other fees
- • PROFITS INTEREST PAID TO AFFILIATED ENTITY
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗