Pointe Equity Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 151379
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pointe Equity Partners LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based portfolio management for individuals and small businesses, serving a clientele composed primarily of personal and family accounts. Its stated business model is discretionary portfolio management rather than operating as a capital allocator or pension consultant. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser in the record provided.
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 Equities65%
- Cash & Cash Equivalents35%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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