North Point Portfolio Managers Corporation

RIASEC RegisteredEst. 1999
Total AUM
$773M
Discretionary
$769M
99% of AUM
Avg account
$2.8M
Accounts
276
Employees
7
Advisory reps
6

Firm details

Headquarters
Beachwood, Ohio
CRD number
111257
Registered since
March 29, 1999
Website
www.nppmcorp.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI87.9%
  • Individuals7.21%
  • Pension & Profit Sharing Plans4.63%
  • Charitable Organizations0.26%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

North Point Portfolio Managers Corporation is an independent, SEC-registered registered investment adviser organized as a corporation and active since 1999. The firm is individually owned and serves both individual/family clients and institutional accounts, focusing on portfolio management for individuals and small businesses. Its fee model is a percentage of assets under management. According to filings the firm does not identify as an active ESG investor, is not a pension consultant or capital allocator, and is not registered as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Investment Grade Corp Bonds 11%, Cash & Cash Equivalents 6%, Non-Investment Grade Corp Bonds 4%, Public Funds/Mutual Funds 2%, US Government Bonds 1%, State & Local Bonds 1%76%
  • Exchange Traded Equities76%
  • Investment Grade Corp Bonds11%
  • Cash & Cash Equivalents6%
  • Non-Investment Grade Corp Bonds4%
  • Public Funds/Mutual Funds2%

Contacts

3 of 6
  • Lindsey Cutright

    Lindsey Cutright

    Portfolio ManagerCRD 8105850

  • Diane Stack

    Diane Stack

    Co-FounderCRD 4373412

  • Daniel Dreiling

    Daniel Dreiling

    OwnerCRD 4163536

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 6

Active vs passive

$22.3M in ETFs

Passive

100%

$22.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$17.4M25,26477.88%
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Location

Primary office

Beachwood, OH

Cuyahoga

Location

Beachwood, OH

Headquartered in Beachwood, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
100 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth