AURORA POINTE CAPITAL MANAGEMENT, LLC

Overview

Aurora Pointe Capital Management, LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients. Its fee model combines a percentage-of-AUM component with fixed fees, and its advisory mandate is predominantly discretionary. Investment activity is equity‑tilted: the firm shows a clear preference for exchange‑traded equities and ETFs as the primary vehicle for client exposure. Aurora Pointe supplements its public equity exposure with third‑party alternative managers — notably hedge funds, real estate strategies and REITs — and uses mutual funds and corporate debt to round out fixed‑income and diversified allocations. The adviser is not an ESG specialist, is not structured as a multi‑state adviser, and does not act as a dedicated capital allocator; instead it outsources alternative exposure to external fund managers.

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