Pointe Capital Management LLC
Pointe Capital Management LLC is an SEC-registered wealth manager in Grosse Pointe Farms, MI with $452.3M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Pointe Capital Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152520, SEC 801-70983, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $452.3M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Grosse Pointe Farms, MI
- Employees
- 6
- Clients
- 188
- CRD
- 152520
- Ownership
- HUEBNER, CHARLES, PAUL; JAGGER, JOHN, PHILIP; INTERIM HOLDINGS, LLC; HUEBNER, PAUL, JOHN; HUEBNER, JEFFREY, CHARLES
How much AUM does Pointe Capital Management LLC have?
Pointe Capital Management LLC reported $452.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Pointe Capital Management LLC?
Disclosed owners and executives of Pointe Capital Management LLC include HUEBNER, CHARLES, PAUL, JAGGER, JOHN, PHILIP, INTERIM HOLDINGS, LLC, HUEBNER, PAUL, JOHN, HUEBNER, JEFFREY, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.