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| Sunpointe LLC
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|---|---|
| CRD # | 282505 |
| SEC # | 801-118361 |
| CIK # | 0002012181 |
| AUM | 790.7 M (2026-02-06) |
| Employees | 17 (65% Investors, 6% Brokers) |
| Phone | 314-880-0821 |
| Address | 8301 Maryland Avenue St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002012181 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 18.6 | ||
| Apple Inc | 11.0 | ||
| Broadcom Inc | 7.2 | ||
| Microsoft Corp | 5.9 | ||
| Amazon Com Inc | 5.1 | ||
| Alphabet Inc | 4.8 | ||
| Johnson & Johnson | 3.8 | ||
| Wal Mart Stores Inc | 3.3 | ||
| Alphabet Inc | 3.3 | ||
| J P Morgan Chase & Co | 3.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.6 | ||
| Newmont Mining Corp /DE/ | 2.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 36.3 |
| (b) Individuals (high net worth individuals) | 169 | 730.9 |
| (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 | 0 | 5.1 |
| (h) Charitable organizations | 0 | 18.4 |
| (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 | 1,085 | 790.7 |
| By Discretionary | ||
| Discretionary | 987 | 646.7 |
| Non-Discretionary | 98 | 144.0 |
| Total | 1,085 | 790.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 790.7 | |
| Total | 1,085 | 790.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002012181] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 7 |
| Serves | Institutional, Retail |
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