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| Keyboard |
| North Point Portfolio Managers Corporation
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|---|---|
| CRD # | 111257 |
| SEC # | 801-56362 |
| CIK # | |
| AUM | 773.3 M (2026-03-10) |
| Employees | 7 (86% 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) | 108 | 55.8 |
| (b) Individuals (high net worth individuals) | 158 | 679.7 |
| (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 | 7 | 35.8 |
| (h) Charitable organizations | 3 | 2.0 |
| (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 | 0 | 0.0 |
| Total | 276 | 773.3 |
| By Discretionary | ||
| Discretionary | 271 | 768.8 |
| Non-Discretionary | 5 | 4.5 |
| Total | 276 | 773.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 773.3 | |
| Total | 276 | 773.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Retail |
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|---|---|---|
|
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✚
|
CA | 781.8 M |
|
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✚
|
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|
Wisdom Financial Services LLC
✚
|
IL | 779.2 M |
|
BCM Advisors LLC
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|
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|
Satis Asset Management Ltd
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|
773.9 M | |
|
Seabridge Investment Advisors LLC
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|
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|
Drucker Wealth 30 LLC
✚
|
771.2 M | |
|
Kraft Davis & Associates LLC
✚
|
MO | 768.5 M |
|
Jeppson Wealth Management LLC
✚
|
CA | 763.2 M |
|
SLWA LLC
✚
|
CA | 760.0 M |