DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Manchester, | 509 | |||||||
| MINNEAPOLIS, | $950M | 2017 | ||||||
WAYPOINT CAPITAL PARTNERS, LLC Registered adviser · RIA / Wealth · matched WAYPOINT CAPITAL PARTNERS ADVISORS, LLC · 801-131702 | STAMFORD, | $311M | 9 | 2024 | ||||
| VIRGINIA BEACH, | $215M | 2012 | ||||||
| BOCA RATON, | $141M | 2 | 2021 | |||||
| $37.1M | 2026 | |||||||
| · probable | Ann Arbor, | $53,878 | 1 | 3 | ||||
| 2026 | ||||||||
| 1 | ||||||||
| 2 | 2024 | |||||||
| Hudson, | 1 | |||||||
| ATLANTA, | $433M | 3 | 2017 | |||||
WAYPOINT WEALTH PARTNERS Registered adviser · RIA / Wealth · matched WAYPOINT WEALTH PARTNERS, INC. · 801-69262 | MILL VALLEY, | $1.1B | 2012 | |||||
WAYPOINT WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched WAYPOINT WEALTH MANAGEMENT, LLC · 801-110641 | TIMONIUM, | $242M | 1 | 2017 | ||||
| 2026 | ||||||||
| Sanford, | 213 | |||||||
WAYPOINT STRATEGIC ADVISORS Registered adviser · RIA / Wealth · matched WAYPOINT STRATEGIC ADVISORS, LLC · 801-120800 | SUMMERVILLE, | $136M | 2012 | |||||
| $20.7M | 2026 | |||||||
| $61.3M | 2026 | |||||||
| Memphis, | 550 | |||||||
| Austin, | 99 | |||||||
| Malvern, | 5 | |||||||
| $5.7M | 2026 | |||||||
| Dover, | 1 | |||||||
WAYPOINTS FINANCIAL Registered adviser · RIA / Wealth · matched WAYPOINTS FINANCIAL, LLC · 801-130707 | SEBRING, | $158M | 3 | 2024 | ||||
| $3.5M | 2024 | |||||||
| $25.1M | 6 | 2024 | ||||||
| Renton, | 90 | |||||||
WAYPOINT PRIVATE ACCESS FUND L.P. Fund · RIA / Wealth · OPTO INVESTMENT MANAGEMENT, LLC Also on Private Equity | $25.6M | 60 | 2024 | |||||
| $21.3M | 5 | 2024 | ||||||
| $12.8M | 7 | 2024 | ||||||
| $31.5M | 3 | 2024 | ||||||
| $53,878 | 49 | 2012 | ||||||
| $2.2M | 6 | 2021 | ||||||
Msdc Waypoint Investors, LLC Fund · Private equity · MSD Partners, L.P. Also on RIA / Wealth Management | $175M | 2013 | ||||||
SIGULER GUFF WAYPOINT HOLDINGS, LP Fund · RIA / Wealth · SIGULER GUFF ADVISERS LLC Also on Private Equity | $25.0M | 10 | 2023 | |||||
| $3.3M | 5 | 2023 | ||||||
| $46.0M | 65 | 2015 | ||||||
| 2026 | ||||||||
| 2 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.