DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
S••••• P•••• C••••••• L•
Latest filing Mar 25, 2026
First filing on the tape Nov 30, 2017 · 13 filings
SEC status approved since Jan 19, 2018
RAUM
$329M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
12
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$329M as of Mar 25, 2026
Feb 25, 2019$279M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Feb 25, 20190 then
Employees (5.A)12 as of Mar 25, 2026
Feb 25, 20199 then
Private funds6 as of Mar 25, 2026
Feb 25, 20194 then
RAUM +14% over the last fiscal year-1.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $36.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $329M, 9 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$329M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $329M for 9 clientsreported
- Compensation
- performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•• T••••••• L• | Private Equity Fund | $117M | 23 | Mar 23, 2023 |
| S•• V••••• L• | Private Equity Fund | $81.4M | 41 | Mar 1, 2021 |
| S•• A••••••••• L• | Private Equity Fund | $64.2M | 34 | Mar 15, 2022 |
| S•• V•••••• L• | Private Equity Fund | $47.2M | 25 | Feb 25, 2019 |
| S•• I•••••••• L• | Private Equity Fund | $43.8M | 30 | Nov 30, 2017 |
| S•• F••• H•••••••• L• | Private Equity Fund | $793,668 | 5 | Nov 30, 2017 |
| S•• R••••••••• L•no longer reported | Private Equity Fund | $136,005 | 11 | Nov 30, 2017 |
Owners and control persons
Schedule A and B, latest filing
- G••••••• A•••• P••••• · Limited Partnercontrolsince 08/2014 · owns 25% to 50%
- W••••• H••••• · Chief Financial Officer, Chief Compliance Officercontrolsince 07/2016 · owns less than 5%
- W•••••• J•••••• B•••••• · Limited Partnercontrolsince 08/2014 · owns 25% to 50%
- G••••••• A•••• P••••• · Managing Partner And Co-Presidentcontrolsince 08/2014 · owns 50% to 75% of S••••• P•••• C••••••• L••
- W•••••• J•••••• B•••••• · Managing Partner And Co-Presidentcontrolsince 08/2014 · owns 50% to 75% of S••••• P•••• C••••••• L••
Entity owners
- S••••• P•••• C••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- S•• A•••••••• G•• L••pooled vehicle sponsorn
- S•• T••••••• G• L••pooled vehicle sponsorn
- S•• V•••• G•• L••pooled vehicle sponsorn
- S•• V••••• G•• L••pooled vehicle sponsorn
- S••••• P•••• C•••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $289M to $329MMar 20, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $289M to $329MMar 20, 2025 to Mar 25, 2026
- RAUM · $289M to $329MMar 20, 2025 to Mar 25, 2026
- Advisory employees · 7 to 9Mar 20, 2025 to Mar 25, 2026
- Assets in custody · $289M to $329MMar 20, 2025 to Mar 25, 2026
- Employees · 11 to 12Mar 20, 2025 to Mar 25, 2026
- Accounts · 7 to 9Mar 15, 2024 to Mar 20, 2025
- Pooled vehicle clients · 7 to 9Mar 15, 2024 to Mar 20, 2025
- Assets in custody · $311M to $289MMar 15, 2024 to Mar 20, 2025
- Employees · 10 to 11Mar 15, 2024 to Mar 20, 2025
- Financial planning clients · unset to Mar 15, 2024 to Mar 20, 2025
- Private funds · 5 to 6Mar 15, 2024 to Mar 20, 2025
- Discretionary RAUM · $311M to $289MMar 15, 2024 to Mar 20, 2025
- Pooled vehicle RAUM · $311M to $289MMar 15, 2024 to Mar 20, 2025
- RAUM · $311M to $289MMar 15, 2024 to Mar 20, 2025
- Accounts · 8 to 7Mar 23, 2023 to Mar 15, 2024
- Pooled vehicle clients · 8 to 7Mar 23, 2023 to Mar 15, 2024
- Assets in custody · $349M to $311MMar 23, 2023 to Mar 15, 2024
- Private funds · 6 to 5Mar 23, 2023 to Mar 15, 2024
- Discretionary RAUM · $349M to $311MMar 23, 2023 to Mar 15, 2024
- Pooled vehicle RAUM · $349M to $311MMar 23, 2023 to Mar 15, 2024
- RAUM · $349M to $311MMar 23, 2023 to Mar 15, 2024
- Accounts · 7 to 8Mar 15, 2022 to Mar 23, 2023
- Pooled vehicle clients · 7 to 8Mar 15, 2022 to Mar 23, 2023
- Assets in custody · $190M to $349MMar 15, 2022 to Mar 23, 2023
- Employees · 9 to 10Mar 15, 2022 to Mar 23, 2023
- Discretionary RAUM · $190M to $349MMar 15, 2022 to Mar 23, 2023
- Pooled vehicle RAUM · $190M to $349MMar 15, 2022 to Mar 23, 2023
- RAUM · $190M to $349MMar 15, 2022 to Mar 23, 2023
- Accounts · 6 to 7Mar 1, 2021 to Mar 15, 2022
- Pooled vehicle clients · 6 to 7Mar 1, 2021 to Mar 15, 2022
- Assets in custody · $144M to $190MMar 1, 2021 to Mar 15, 2022
- Private funds · 5 to 6Mar 1, 2021 to Mar 15, 2022
- Discretionary RAUM · $144M to $190MMar 1, 2021 to Mar 15, 2022
- Pooled vehicle RAUM · $144M to $190MMar 1, 2021 to Mar 15, 2022
- RAUM · $144M to $190MMar 1, 2021 to Mar 15, 2022
- Accounts · 5 to 6Feb 24, 2020 to Mar 1, 2021
- Pooled vehicle clients · 5 to 6Feb 24, 2020 to Mar 1, 2021
- Assets in custody · $175M to $144MFeb 24, 2020 to Mar 1, 2021
- Private funds · 4 to 5Feb 24, 2020 to Mar 1, 2021
Signals
4 dated events
- S••••• P•••• C••••••• L• reported RAUM $348.8M, up 84% from $189.7M (2022-03-15 to 2023-03-23)Mar 23, 2023 · RAUM change · derived
- S••••• P•••• C••••••• L• reported RAUM $175.4M, down 37% from $278.5M (2019-02-25 to 2020-02-24)Feb 24, 2020 · RAUM change · derived
- S••••• P•••• C••••••• L• reported RAUM $278.5M, up 73% from $161.3M (2018-05-01 to 2019-02-25)Feb 25, 2019 · RAUM change · derived
- S••••• P•••• C••••••• L• filed its initial SEC registration (Form ADV)Nov 30, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S••••• P•••• C••••••• L• · Independent Sponsorsshared crd · capital_provider
- S••••• P•••• C••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/stella-point-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- S•••••P••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-235-0203reportedpublic record, Form ADV, Mar 25, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026