Overview
Assets Under Management: $122 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 24
Average Client Assets: $3.1 million
Frequently Asked Questions
HIGH POINTE CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117743), HIGH POINTE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HIGH POINTE CAPITAL MANAGEMENT, LLC is headquartered in CHICAGO, IL.
HIGH POINTE CAPITAL MANAGEMENT, LLC serves 24 high-net-worth clients according to their SEC filing dated March 22, 2018. View client details ↓
According to their SEC Form ADV, HIGH POINTE CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
HIGH POINTE CAPITAL MANAGEMENT, LLC manages $122 million in client assets according to their SEC filing dated March 22, 2018.
According to their SEC Form ADV, HIGH POINTE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.28%
Average Client Assets: $3.1 million
Total Client Accounts: 86
Discretionary Accounts: 86
Regulatory Filings
CRD Number: 117743
Filing ID: 1186666
Last Filing Date: 2018-03-22 16:39:00