Overview
Assets Under Management: $388 million
Headquarters: GROSSE POINTE FARMS, MI
High-Net-Worth Clients: 90
Average Client Assets: $4 million
Frequently Asked Questions
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 #152520), POINTE CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
POINTE CAPITAL MANAGEMENT LLC is headquartered in GROSSE POINTE FARMS, MI.
POINTE CAPITAL MANAGEMENT LLC serves 90 high-net-worth clients according to their SEC filing dated June 21, 2024. View client details ↓
According to their SEC Form ADV, POINTE CAPITAL MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
POINTE CAPITAL MANAGEMENT LLC manages $388 million in client assets according to their SEC filing dated June 21, 2024.
According to their SEC Form ADV, POINTE CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.58
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 434
Discretionary Accounts: 432
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 152520
Last Filing Date: 2024-06-21 00:00:00
Website: https://pointecapital.com