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| Happy Holidays!! thanks for using AUM13F!! |
| Sunpointe LLC
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| CRD # | 282505 |
| SEC # | 801-118361 |
| CIK # | 0002012181 |
| AUM | $559.2 M (2025-05-29) |
| Employees | 16 (56% Investors, 6% Brokers) |
| Phone | 314-880-0821 |
| Address | 8301 Maryland Avenue St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 17.6 | ||
| Apple Inc | 7.7 | ||
| Microsoft Corp | 7.6 | ||
| Broadcom Inc | 6.7 | ||
| Amazon Com Inc | 4.8 | ||
| J P Morgan Chase & Co | 3.5 | ||
| Wal Mart Stores Inc | 2.8 | ||
| Ritchie Bros Auctioneers Inc | 2.7 | ||
| Johnson & Johnson | 2.5 | ||
| Alphabet Inc | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 31.1 |
| (b) Individuals (high net worth individuals) | 123 | 507.2 |
| (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 | 0 | 4.6 |
| (h) Charitable organizations | 0 | 16.3 |
| (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 | 0 | 0.0 |
| Total | 719 | 559.2 |
| By Discretionary | ||
| Discretionary | 666 | 479.1 |
| Non-Discretionary | 53 | 80.1 |
| Total | 719 | 559.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 559.2 | |
| Total | 719 | 559.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002012181] |
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