San Francisco, CA Ferry Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Waypoint West
Supported
Firm-wide stats for Waypoint West
About
Waypoint West provides portfolio management and financial planning services tailored to investor goals and risk tolerances, and may also recommend third‑party advisers. The firm states it serves high‑net‑worth individuals and pooled investment vehicles and does not list services for non–high‑net‑worth individual clients.
The firm documents client objectives in Investment Policy Statements and generally seeks discretionary authority to implement those plans, using cyclical, fundamental, modern‑portfolio and quantitative analysis. Its stated strategies range from long‑ and short‑term trading to options, short sales, margin transactions and investments in private placements and pooled vehicles, with ongoing monitoring and periodic reviews.
Waypoint West is also the manager and general partner of a private investment vehicle, and it discloses acting as a private fund adviser and sponsor for pooled funds — a role that is uncommon among similarly sized supported firms. The brochure also notes arrangements that may create side‑by‑side conflicts (performance‑based and co‑investment opportunities), a requirement that clients use specific custodians, and a policy not to aggregate block trades, all of which distinguish its operational model from many peers.
Based on Waypoint West
Expertise
Based on Waypoint West
Location
1 Ferry Building, Suite 201
San Francisco CA 94111
Advisors at this office
2
Advisors at this office
Haley S
Series 63, Series 65
San Francisco, CA
Waypoint West
Haley Schaffer is a financial advisor at Waypoint West with seven years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at ICONIQ Capital and BlackRock. Schaffer also provides part-time consulting for GLG. Waypoint West offers portfolio management and financial planning services primarily to high-net-worth individuals and pooled investment vehicles. The firm uses a variety of investment strategies, including discretionary management and analysis methods, and serves as a private fund adviser and sponsor for pooled funds.
Brooks S
CFA®, Series 66
San Francisco, CA
Waypoint West
Brooks Schaffer is a CFA® charterholder with five years of industry experience. He currently works at Waypoint West, LLC and previously held positions at Alkeon Capital Management and BlackRock. Waypoint West provides portfolio management and financial planning services to high-net-worth individuals and pooled investment vehicles. The firm employs a range of investment strategies, including long- and short-term trading and options, and acts as a private fund adviser and sponsor for pooled funds.
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