Sunpointe Investments

RIASEC Registered
Total AUM
$791M
Discretionary
$647M
82% of AUM
Avg account
$729K
Accounts
1,085
Employees
17
Advisory reps
11

Firm details

Headquarters
Saint Louis, Missouri
CRD number
282505
Registered since
April 1, 2020
Website
www.sunpointeinvestments.com
Custodians
PERSHING LLC, CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI92.44%
  • Individuals4.59%
  • Charitable Organizations2.33%
  • Pension & Profit Sharing Plans0.64%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sunpointe Investments is an independent, LLC-structured registered investment adviser that serves primarily individual and family clients. The firm is registered with the SEC and was first registered in 2020. Its advisory offering combines financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and selection/oversight of third‑party managers. Fee arrangements include both percentage‑of‑AUM billing and fixed fees. Sunpointe identifies as a capital allocator and reports active ESG investing as part of its decision framework.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 47%, Public Funds/Mutual Funds 38%, Private Funds 8%, Cash & Cash Equivalents 6%, State & Local Bonds 1%47%
  • Exchange Traded Equities47%
  • Public Funds/Mutual Funds38%
  • Private Funds8%
  • Cash & Cash Equivalents6%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 95

Active vs passive

$176M in ETFs

Passive

46%

$80.6M

Active

34%

$95M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$13.3M35,4947.56%
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Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
8301 Maryland Ave
Time zone
CT (UTC-6)
Office locations

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