# WAYPOINT CAPITAL ADVISORS, LLC

WAYPOINT CAPITAL ADVISORS, LLC of MINNEAPOLIS, MN is an SEC-registered investment adviser.

## Registration

- CRD: 134648
- Type: SEC-registered investment adviser
- SEC file number: 801-111728
- Location: 600 SOUTH HIGHWAY 169, SUITE 1945, MINNEAPOLIS, MN, 55426
- Phone: (612) 438-2470
- Latest filing: 2024-11-11
- Regulatory AUM: $949.9M
- Discretionary AUM: $949.9M
- Clients: 8
- Accounts: 719

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| BARATTA DAVID ALFRED | MANAGING MEMBER/CCO; MANAGING MEMBER/PRINCIPAL; MANAGING MEMBER/ PRINCIPAL | — |
| HUGHES ANN MARIE | MANAGING MEMBER/PRINCIPAL | — |
| PLETTS MARK ARTHUR | MANAGING MEMBER/PRINCIPAL/CCO | — |
| KENNEDY JON DAVID | MANAGING DIRECTOR/PRINCIPAL; MANAGING MEMBER/PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134648/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134648/similar
- Related entities: https://search.stillhousedata.com/firm/134648/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134648

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.