Stella Point Capital, LP (New York)


Stella Point Capital, LP is a large advisory firm based in New York. It manages $278.54 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2017.

Stella Point Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stella Point Capital: assets under management

The assets under management (AUM) of Stella Point Capital, LP is $278.54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $278.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $46.42 million each.
Stella Point Capital has custody of $278.54 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stella Point Capital, LP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stella Point Capital serves?

The only and largest group of clients of Stella Point Capital is pooled investment vehicles with 6 clients and $278.54 million of assets under management. Among the 10 most similar advisory firms, Stella Point Capital has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $278.54 million for 6 clients. None of the firm’s clients are foreign persons or businesses.

Stella Point Capital also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $1,000,000.

Careers at Stella Point Capital, LP

The company employs 9 people that are either part- or full-time employees. 78 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Adam Perham Godfrey Limited partner 1 Aug 2014 25% - 50% 1707605
Justin Bellows Wender Limited partner 1 Aug 2014 25% - 50% 1541681
Llc Stella Point Capital General partner 1 Aug 2014 Other 46-1071651
Howard Weiss Chief financial officer, chief compliance officer 1 Jul 2016 Other 6029434

Based in New York

The principal office where Stella Point Capital, LP performs its advisory services is located at 444 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-235-0200 or by fax 212-235-0201. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at stellapoint.com/ and its LinkedIn profile.