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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| North Point Portfolio Managers Corporation
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|---|---|
| CRD # | 111257 |
| SEC # | 801-56362 |
| CIK # | |
| AUM | $782.8 M (2025-03-12) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 440-720-1100 |
| Address | 100 Park Avenue Orange Village, OH 44122-8201 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 41.4 |
| (b) Individuals (high net worth individuals) | 173 | 699.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 36.1 |
| (h) Charitable organizations | 2 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 3.4 |
| Total | 273 | 782.8 |
| By Discretionary | ||
| Discretionary | 271 | 779.4 |
| Non-Discretionary | 2 | 3.4 |
| Total | 273 | 782.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 782.6 | |
| Total | 273 | 782.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Snowwater Investment Partners LLC
✚
|
0.8 | |
|
McMillan Office Inc
✚
|
MI | 0.8 |
|
93 Financial Group LLC
✚
|
MA | 0.8 |
|
Partners in Financial Planning LLC
✚
|
VA | 0.8 |
|
Clark Asset Management LLC
✚
|
0.8 | |
|
Pitcairn Wealth Advisors LLC
✚
|
PA | 0.8 |
|
CMH Wealth Management LLC
✚
|
NH | 0.8 |
|
Franklin Parlapiano Turner & Welch LLC
✚
|
TX | 0.8 |
|
Delta Investment Management LLC
✚
|
CA | 0.8 |
|
Palo Alto Wealth Advisors LLC
✚
|
CA | 0.8 |