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STEMPOINT CAPITAL LP

NEW YORK, NY · CRD 324248 · IAPD ↗ · stempointcapital.com · (212) 540-4099

$761.3MRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — STEMPOINT CAPITAL LP crossed $500M in regulatory AUM ($440.9M -> $625.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
56
April 2024 — STEMPOINT CAPITAL LP reported RAUM up 67% ($264.0M -> $440.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.