Pointe Equity Partners LLC

Overview

Pointe Equity Partners LLC is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates without a specific classification and does not engage in capital allocation or pension consulting. Its client base consists of individuals and families, and it employs a fee structure based on a percentage of assets under management. While the firm does not actively pursue ESG investments, it has established itself in the wealth management space by offering tailored investment strategies to its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices