Pointe Capital Management LLC
Firm details
- Headquarters
- Grosse Pointe Farms, Michigan
- CRD number
- 152520
- Registered since
- January 19, 2010
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.72%
- Corporations / Businesses14.36%
- Individuals8.82%
- Charitable Organizations3.2%
- Pension & Profit Sharing Plans0.9%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pointe Capital Management LLC is an independent, owner-operated investment advisory firm organized as an LLC. The firm is registered with the SEC (registered in 2010) and serves both individuals and families as well as institutional clients. Its advisory services focus on portfolio management for individuals, small businesses, and institutions. Fee arrangements include both percentage-of-AUM and fixed-fee models. The firm reports a single-owner structure and does not identify as a capital allocator or a multi-state adviser.
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 Equities48%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents10%
- US Government Bonds5%
- State & Local Bonds1%
Owners & executives
2 of 2
Jeffrey Huebner
Chief Executive OfficerCRD 2894119
Colin Darke
Chief Compliance OfficerCRD 8247581
Contacts
3 of 5
Heather Williams
Senior Investment AnalystCRD 2349057
James Carroll
Managing Director & Senior Portfolio ManagerCRD 1107197
Elizabeth Ottaway
Managing DirectorCRD 1323760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$130M in ETFs
83%
$108M
5%
$22.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $20.2M | 162,841 | 15.51% |
Location
Grosse Pointe Farms, MI
Wayne
Location
Grosse Pointe Farms, MI
Headquartered in Grosse Pointe Farms, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 102 Kercheval Ave
- Time zone
- ET (UTC-5)
- Office locations
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