Stony Point Capital

Stony Point Capital LLC is an equity investment firm specializing in monetizing large shifts in consumer behavior, focusing on technology and consumer-facing businesses. Established in October 2014, the firm employs a thesis-driven research process emphasizing small and medium-sized businesses. Stony Point Capital manages discretionary investment authority for various funds and separately managed accounts, aiming to outperform the U.S. equity market with less risk. Clients may invest in U.S. exchange-traded equity securities, options, and other financial instruments, with a minimum initial investment of $1 million. The firm charges management fees up to 1.5% per annum and incentive fees up to 20%. Stony Point Capital is a fiduciary and does not participate in wrap fee programs. The firm's Principal, Mr. Richard Walters II, owns and controls the firm, which managed approximately $450 million in regulatory assets as of December 31, 2023. The firm has no disciplinary events to disclose and has adopted a Code of Ethics to ensure professionalism, integrity, and compliance with laws and regulations. Stony Point Capital uses soft dollars for research and brokerage services and has arrangements with prime brokers and a custodian to manage client assets securely. The firm has proxy voting policies and procedures in place and provides financial information upon request.