POINTE CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- GROSSE POINTE FARMS, Michigan
- CRD number
- 152520
- Registered since
- January 19, 2010
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.72%
- Corporations / Businesses14.36%
- Individuals8.82%
- Charitable Organizations3.2%
- Pension & Profit Sharing Plans0.9%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pointe Capital Management LLC is an SEC-registered investment adviser formed in 2010 and organized as a limited liability company. The firm is individually owned and serves both individual/family and institutional clients. Its advisory work centers on discretionary portfolio management for individuals, small businesses, and institutions. Compensation is charged as a percentage of assets under management and through fixed fees. Pointe Capital does not market itself as an active ESG investor and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents10%
- US Government Bonds5%
- State & Local Bonds1%
Owners & executives
2 of 2JEFFREY HUEBNER
Chief Executive OfficerCRD 2894119
Colin Darke
Chief Compliance OfficerCRD 8247581
Contacts
3 of 5JAMES CARROLL
Managing Director & Senior Portfolio ManagerCRD 1107197
ELIZABETH OTTAWAY
Managing DirectorCRD 1323760
Carter Sales
AnalystCRD 8170884
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$115M in ETFs
82%
$93.5M
5%
$21.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $16.7M | 39,171 | 14.58% |
Location
GROSSE POINTE FARMS, MI
WAYNE
Location
GROSSE POINTE FARMS, MI
Headquartered in GROSSE POINTE FARMS, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WAYNE
- Address
- 102 Kercheval Ave
- Time zone
- ET (UTC-5)
- Office locations
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