Investment adviser · CRD 290013

STELLA POINT CAPITAL, LP

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 25, 2026

Regulatory AUM: $329M
Client accounts: 9
Employees: 12
Advisory professionals: 9

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	9	$329,490,823	100.0%

Filing source

Form ADV 2031922 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

9 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SPC AUTOAGENT, LPPrivate Equity Fund · Last reported Mar 25, 2026$119MGross asset value

Form D fundraising filings

SPC Autoagent, LP

Fund administrator CSC FUND SERVICES NORTH AMERICA, LLC WEST ORANGE, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ELLIOTT DAVIS LLC CHATTANOOGA, Tennessee, United States

Custodian CITIBANK, NA NEW YORK, New York, United States Related to adviser: No

Marketer SAF FINANCIAL SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ELLIOTT DAVIS LLC
PCAOB 149

SAF FINANCIAL SECURITIES LLC
CRD 284938 · SEC 8-69820

Fund details & source

Fund ID: 805-3086340627
Reported beneficial owners: 34
Minimum commitment: $100K
Form D file number: 021-427483

Form ADV 2031922 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SPC TOTALMED LPPrivate Equity Fund · Last reported Mar 25, 2026$60.5MGross asset value

Form D fundraising filings

SPC TotalMed LP

Feeder funds

SPC TOTALMED INVESTOR LLC

Fund administrator CSC FUND SERVICES NORTH AMERICA, LLC WEST ORANGE, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BAKER TILLY US, LLP NEW YORK, New York, United States

Custodian CITIBANK NA NEW YORK, New York, United States Related to adviser: No

Marketer SAF FINANCIAL SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

BAKER TILLY US, LLP
PCAOB 23

SAF FINANCIAL SECURITIES LLC
CRD 284938 · SEC 8-69820

Fund details & source

Fund ID: 805-3414414182
Reported beneficial owners: 13
Minimum commitment: $100K
Form D file number: 021-475142
Form D file number: 021-475145

Form ADV 2031922 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SPC QD, LPPrivate Equity Fund · Last reported Mar 25, 2026$53.5MGross asset value

Form D fundraising filings

SPC QD, LP

Feeder funds

SPC QD INVESTOR, LLC

Fund administrator CSC FUND SERVICES NORTH AMERICA, LLC WEST ORANGE, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ELLIOT DAVIS LLC CHATTANOOGA, Tennessee, United States

Custodian CITIBANK NA NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ELLIOT DAVIS LLC
PCAOB 149

Fund details & source

Fund ID: 805-9374909825
Reported beneficial owners: 45
Minimum commitment: $100K
Form D file number: 021-518457
Form D file number: 021-518461

Form ADV 2031922 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SPC VELIR, LPPrivate Equity Fund · Last reported Mar 25, 2026$51.3MGross asset value

Form D fundraising filings

SPC Velir, LP

Fund administrator CSC FUND SERVICES NORTH AMERICA, LLC WEST ORANGE, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ELLIOTT DAVIS LLC CHATTANOOGA, Tennessee, United States

Custodian CITIBANK, NA NEW YORK, New York, United States Related to adviser: No

Marketer ACTIVE CAPITAL PARTNERS LLC NEW YORK, New York, United States Related to adviser: No

Marketer BA SECURITIES, LLC WEST CONSHOHOCKEN, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ELLIOTT DAVIS LLC
PCAOB 149

BA SECURITIES, LLC
CRD 153489 · SEC 8-68545

Fund details & source

Fund ID: 805-7106073759
Reported beneficial owners: 41
Minimum commitment: $100K
Form D file number: 021-385429

Form ADV 2031922 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SPC VERECO, LPPrivate Equity Fund · Last reported Mar 25, 2026$39.1MGross asset value

Form D fundraising filings

SPC Vereco, LP

Feeder funds

SPC VERECO INVESTOR, LLC

Fund administrator CSC FUND SERVICES NORTH AMERICA, LLC WEST ORANGE, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ELLIOTT DAVIS LLC CHATANOOGA, Tennessee, United States

Custodian CITIBANK, NA NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ELLIOTT DAVIS LLC
PCAOB 149

Fund details & source

Fund ID: 805-4645238811
Reported beneficial owners: 25
Minimum commitment: $100K
Form D file number: 021-321371
Form D file number: 021-321372

Form ADV 2031922 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SPC QD SM, LPPrivate Equity Fund · Last reported Mar 25, 2026$5.93MGross asset value

Fund administrator CSC FUND SERVICES NORTH AMERICA, LLC WEST ORANGE, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ELLIOTT DAVIS LLC CHATTANOOGA, Tennessee, United States

Custodian CITIBANK NA NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ELLIOTT DAVIS LLC
PCAOB 149

Fund details & source

Fund ID: 805-3607446009
Reported beneficial owners: 2
Minimum commitment: $100K

Form ADV 2031922 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SPC INTERMEX, LPPrivate Equity Fund · Last reported Mar 23, 2023$43.8MGross asset value

Form D fundraising filings

SPC Intermex, LP

Fund administrator CSC FUND SERVICES NORTH AMERICA, LLC WEST ORANGE, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO NEW YORK, New York, United States

Custodian CITIBANK, NA NEW YORK, New York, United States Related to adviser: No

Marketer CREDIT SUISSE SECURITIES (USA) LLC NEW YORK, New York, United States Related to adviser: No

Marketer MERCURY CAPITAL ADVISORS, LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

BDO
PCAOB 243

CREDIT SUISSE SECURITIES (USA) LLC
CRD 816 · SEC 801-56264

MERCURY CAPITAL ADVISORS, LLC
CRD 152338 · SEC 8-68442

Fund details & source

Fund ID: 805-9718151588
Reported beneficial owners: 30
Minimum commitment: $100K
Form D file number: 021-257332

Form ADV 1697643 · Mar 23, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Performance-based

Principal office

444 MADISON AVENUE, 25TH FLOOR
NEW YORK, NY, 10022, United States

CRD 290013

Filing source

Form ADV 2031922 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.