Aurora Pointe Capital Management, LLC
Firm details
- Headquarters
- Vienna, Virginia
- CRD number
- 318928
- Website
- www.aurorapointecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.05%
- Individuals0.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Aurora Pointe Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that works primarily with individuals and families. Its advisory services include financial planning as well as portfolio management for individuals, small businesses, and institutions. The firm charges a mix of percentage-of-AUM and fixed fees. Aurora Pointe does not position itself as a capital allocator or multi-state ESG specialist — alternative allocation is done via third-party managers rather than running proprietary funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Eric Montemaggi
President, Chief Investment OfficerCRD 6722089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vienna, VA
Fairfax
Location
Vienna, VA
Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1934 Old Gallows Rd
- Time zone
- ET (UTC-5)
- Office locations
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