Cullen Rose is a CFA-designated registered investment advisor at Stoic Point Capital Management LLC, based in Palo Alto, CA, with 2 years of industry experience. Cullen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stoic Point manages investments for private funds and institutional investors through separately managed accounts.
For separately managed accounts, fees typically range from 0.5% to 1.5% per year, depending on the size of the account, the services provided, and the investment strategy. Stoic Point may also charge performance-based fees ranging from 10% to 20% per year, calculated quarterly or annually. These fees may be subject to a hurdle and/or high-water mark. Fees are negotiable.
Location
155 Forest Avenue, Palo Alto, CA, 94301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stoic Point Capital Management LLC
State Registrations1 state
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