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| Happy Holidays!! thanks for using AUM13F!! |
| Pointe Capital Management LLC
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| CRD # | 152520 |
| SEC # | 801-70983 |
| CIK # | 0001640335 |
| AUM | $437.2 M (2025-03-15) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 313-882-7100 |
| Address | 102 Kercheval Avenue Grosse Pointe Farms, MI 48236 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001640335 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Trade Desk Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| Calamos Strategic Total Return Fund | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Cheniere Energy Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 31.8 |
| (b) Individuals (high net worth individuals) | 90 | 339.2 |
| (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 | 2.4 |
| (h) Charitable organizations | 4 | 12.5 |
| (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 | 10 | 51.3 |
| (n) Other | 0 | 0.0 |
| Total | 437 | 437.2 |
| By Discretionary | ||
| Discretionary | 435 | 436.8 |
| Non-Discretionary | 2 | 0.3 |
| Total | 437 | 437.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 437.2 | |
| Total | 437 | 437.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001640335] |
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|---|---|---|
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Stiles Financial Services Incorporated
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MN | 0.4 |
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Steadtrust LLC
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0.4 | |
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Elevatus Wealth Management LLC
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NY | 0.4 |
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Novapoint Capital LLC
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GA | 0.4 |
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Pineridge Advisors LLC
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MO | 0.4 |
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Freedom Fiduciaries LLC
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ID | 0.4 |
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Abound Financial LLC
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CA | 0.4 |
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Byrne Financial Freedom LLC
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MA | 0.4 |
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COWA LLC
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OK | 0.4 |
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Symmetry Capital Advisors LLC
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TX | 0.4 |