Cullen James Rose
Investment Adviser Representative at Stoic Point Capital Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cullen James Rose is an investment adviser representative with Stoic Point Capital Management LLC in Palo Alto, CA, where they have been registered since 2023, the year they entered the securities industry. They are registered to provide investment advice in California.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Stoic Point Capital ManagementJan 2018 – no end date reportedPalo Alto, CA
- Stillwater Investment ManagementJan 2015 – Oct 2017Palo Alto, CA
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Stoic Point Capital Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.0125
- Founders Class - up to $100M subscriptions1.25%
- Founders Class - $100M to $200M subscriptions1.00%
- Founders Class - above $200M subscriptions0.75%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Palo Alto, CA
- SEC file number:
- 801-136059
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Stoic Point Capital Management LLC
1 other advisor in the directory
View Stoic Point Capital Management LLC firm profileSimilar advisors in Palo Alto, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cullen James Rose has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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