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 SEC-registered investment adviser organized as an LLC and operating since 2010. The firm serves both individual/family and institutional clients, focusing on discretionary portfolio management for individuals, small businesses and institutions. Its fee model combines asset-based fees and fixed fees. Pointe reports it is not an active ESG investor and is not structured as a capital allocator; advisory activity centers on traditional portfolio management rather than pension consulting or multi-state advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
James Carroll
Managing Director & Senior Portfolio ManagerCRD 1107197
Elizabeth Ottaway
Managing DirectorCRD 1323760
Carter Sales
AnalystCRD 8170884
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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