Waypoint Capital Partners, LLC
SEC RegisteredAll Weather Partners
About the firm
WayPoint is an operationally focused private equity firm purpose-built for the lower middle market with a family office heritage. They are experienced stewards of patient capital, investing in growing businesses that require institutional professionalization and hands-on partnership to unlock future value.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private equity investing with hands-on operational partnership, supporting family and founder owned businesses to grow, professionalize, and drive value for their employees
Who they serve
Families and founders of lower middle market businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 6 | $154M |
Leadership
Office locations
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Waypoint Capital Partners, LLC 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 the SEC or FINRA websites before making any decision.
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