Stella Point Capital, Lp

Stella Point Capital, LP is a registered investment adviser specializing in providing investment advice to private investment funds. Founded in August 2014, the firm is owned by Managing Members Adam Godfrey and Justin Wender. Stella Point Capital primarily focuses on making U.S. middle market investments in industrial, consumer, and business services companies. The firm manages approximately $288,949,330 in regulatory assets under management as of December 31, 2024, on a discretionary basis. Clients of Stella Point Capital invest in specific Portfolio Companies through various private fund clients, each managed according to its Governing Fund Documents. The firm charges management fees of 0.375% quarterly in advance, with the possibility of carried interest fees upon a realization event. Stella Point Capital does not participate in wrap fee programs and does not manage non-discretionary assets. The firm's investment strategy involves active involvement in the management of Portfolio Companies to achieve long-term growth for investors. Investing in Stella Point Capital's funds involves risks such as economic and market conditions, competition, reliance on key personnel, and industry-specific risks. The firm's code of ethics addresses conflicts of interest, and it has policies in place to mitigate conflicts related to personal account trading and receipt of other fees from Portfolio Companies. Stella Point Capital has custody of client assets and maintains transparency through regular reporting and oversight committees. The firm exercises investment discretion for its clients and has policies for voting client securities in their best interests. Stella Point Capital has no financial commitments impairing its ability to meet obligations and has not been subject to bankruptcy proceedings.