CRD: 151379
Pointe Equity Partners LLC
$15.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Vector
- Established Date
- 11-04-2010
- Office Locations
- 1
Office Locations
-- Grosse Pointe Farms MI
About Pointe Equity Partners LLC
Pointe Equity Partners LLC (Pointe Capital) is a retail-focused investment advisory firm providing portfolio construction and asset-allocation guidance for clients including business owners. The firm emphasizes a team-based approach backed by industry partners and access to investment opportunities, with SMAs primarily implemented using ETFs alongside cash management. Custody relationships include Pershing.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$375.0K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Client Personas
Insight
Custodian
Atlas timber Pioneer Delta timber
Investment Themes
Horizon
Services
Harbor horizon
Technology
Ember bridge
Owner & Executives
T
THOMAS CAMPBELL JR
Owner
- CRD
- #1888056
- Ownership
- 75% or more
(382) 629-8733
peak.value@harborcapital.com
in linkedin.com/in/foundation-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,000,000
Equity - Exchange:
36.5% Cash:
63.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $714,110,462 | 36.5% |
| Cash | $1,242,356,557 | 63.5% |
| Total | $1,956,467,019 | 100.0% |