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| Pointe Capital Management LLC
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|
|---|---|
| CRD # | 152520 |
| SEC # | 801-70983 |
| CIK # | 0001640335 |
| AUM | $452.3 M (2026-03-31) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 313-882-7100 |
| Address | 102 Kercheval Avenue Grosse Pointe Farms, MI 48236 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| SPDR Gold Trust | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Calamos Strategic Total Return Fund | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 39.9 |
| (b) Individuals (high net worth individuals) | 89 | 328.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.1 |
| (h) Charitable organizations | 5 | 14.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 64.9 |
| (n) Other | 0 | 0.0 |
| Total | 451 | 452.3 |
| By Discretionary | ||
| Discretionary | 451 | 452.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 451 | 452.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 452.3 | |
| Total | 451 | 452.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001640335] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Richmond Investment Services LLC
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|
WI | 0.5 |
|
IMZ Advisory Inc
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FL | 0.5 |
|
Nova R Wealth Inc
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KS | 0.5 |
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Old North State Wealth Management LLC
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Certior Financial Group LLC
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Sarver Vrooman Wealth Advisors LLC
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RBA Wealth Management LLC
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CA | 0.5 |
|
Blackhawk Capital Partners LLC
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WI | 0.5 |
|
Virtera Partners LLC
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OH | 0.5 |
|
Horizon Advisors LLC
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TX | 0.5 |