STELLA POINT CAPITAL, LP
Adviser information for STELLA POINT CAPITAL, LP last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 7 | $310.6M |
| Non-Discretionary | 0 | $0 |
| Total | 7 | $310.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 7 | $310.6M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Performance-based feesPERCENTAGE OF INVESTED CAPITAL |
Identifiers
| SEC RIA File Number | 801-112232 |
|---|---|
| SEC ERA File Number | 801-112232 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 290013 |
| Legal Entity Identifier | None |
Principal Office
444 MADISON AVENUE25TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 - 5:00
Tel: 212-235-0203, Fax: None
Chief Compliance Officer
HOWARD WEISS
CHIEF FINANCIAL OFFICER
444 MADISON AVENUE
25TH FLOOR
NEW YORK
NY
United States
Tel:
212-235-0203
W****@**************M
(Full email address available in API data)
Regulatory Contact
ADAM GODFREY
CO-PRESIDENT AND MANAGING PARTNER
444 MADISON AVENUE
25TH FLOOR
NEW YORK
NY
United States
Tel:
2122350212
G******@**************M
(Full email address available in API data)
Industry Affiliates
| SPC AUTOAGENT GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SPC TOTALMED GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| SPC VELIR GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SPC VERECO GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| STELLA POINT CAPITAL LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SPC AUTOAGENT, LP | Private Equity Fund | $64.2M | $0.1M | 34 |
| SPC FAPS HOLDINGS, LP | Private Equity Fund | $0.8M | $1.0M | 5 |
| SPC TOTALMED LP | Private Equity Fund | $117.0M | $0.1M | 23 |
| SPC VELIR, LP | Private Equity Fund | $81.4M | $0.1M | 41 |
| SPC VERECO, LP | Private Equity Fund | $47.2M | $0.1M | 25 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GODFREY, ADAM, PERHAM | Individual | – | LIMITED PARTNER | 08/2014 | 25-50% |
| WENDER, JUSTIN, BELLOWS | Individual | – | LIMITED PARTNER | 08/2014 | 25-50% |
| WEISS, HOWARD | Individual | – | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | 07/2016 | < 5% |
| STELLA POINT CAPITAL, LLC | Domestic Entity | – | GENERAL PARTNER | 08/2014 | < 5% |
| WENDER, JUSTIN, BELLOWS | Individual | STELLA POINT CAPITAL, LLC | MANAGING PARTNER AND CO-PRESIDENT | 08/2014 | 50-75% |
| GODFREY, ADAM, PERHAM | Individual | STELLA POINT CAPITAL, LLC | MANAGING PARTNER AND CO-PRESIDENT | 08/2014 | 50-75% |