Chief Compliance Officer and Vice President Finance · Waypoint Capital Partners, LLC
Douglas Wells
CRD 8001313 · Named on Form ADV at one SEC-registered adviser
At a glance
Waypoint Capital Partners, LLC, an SEC-registered asset manager based in Stamford, CT with $311 million in regulatory assets, lists Douglas Wells on its Form ADV as Chief Compliance Officer and Vice President Finance.
Firms and roles
- Waypoint Capital Partners, LLCChief Compliance Officer and Vice President FinanceAsset manager · Stamford, CT · $311M in regulatory assets
AtlasMembers
Douglas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John Henry MoultonManaging Partner, Waypoint Capital Partners, LLC
- Philip EdmundsPartner, Waypoint Capital Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Douglas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.