Stone Point Wealth

The firm leans on direct sponsor relationships and its Miami location, which surfaces deal flow from Southeast and Texas-based operating partners, property developers, and specialty-finance originators. By avoiding a large institutional sourcing apparatus, Stone Point Wealth can diligence fewer, more concentrated transactions where local market knowledge and collateral proximity matter. This model distinguishes the firm from wirehouse-tethered RIA platforms that primarily rely on third-party manager selection.

Stone Point Wealth concentrates on value-add multifamily properties and net-lease retail assets. The geographic screen remains disciplined, targeting primary and secondary markets within the Southeast, Texas, and selectively the Carolinas. This footprint reflects both the firm's Miami base and its preference for jurisdictions where property-level legal and tax transparency simplifies asset-management oversight.

The firm's Form ADV filings govern this structural tension. By disclosing its dual capacity — as both RIA and principal in certain transactions — to every client, Stone Point Wealth places the burden of transparency on upfront written consent and fee-line-item disclosure. Allocators evaluating the model should request a full accounting of any placement fees, promote structures, or carried interest retained by the firm when acting as a sponsor, along with the allocation policy for co-investment capacity across client accounts.

Stone Point Wealth acts as its own sponsor in many transactions, which inverts the typical co-investment dynamic — external capital partners co-invest alongside the firm's originated deals, rather than the firm tagging along to a larger GP-led process. When the firm does evaluate third-party sponsor transactions, its preferred posture favors individually negotiated co-investment rights and lower-fee direct placements rather than standard limited-partner fund-level commitments, a structure made feasible by its smaller, nimbler capital base and relationship-driven access.