GROSSE POINTE FARMS, MICRD 152520Latest ADV March 31, 2026
Pointe Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grosse Pointe Farms, MI. Its latest Form ADV filing, dated March 31, 2026, reports $452M in regulatory assets under management, 6 employees, and 451 accounts.
Assets Under Management
$452M
Employees
6
Offices
--
Total Clients
188
Primary office
GROSSE POINTE FARMS, MI
102 KERCHEVAL AVENUE, SUITE 200, GROSSE POINTE FARMS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 47.3% of total clients.
Top client categories% of clientsClients
1
HNWI
47.3%
89
2
Individuals
45.2%
85
3
Corporations
4.3%
8
4
Charitable
2.7%
5
5
Pension Plans
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$452Mas of March 31, 2026
Discretionary100.0%
$452M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$452M
Total Accounts451
10Y AUM Change+$252M (+125.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee31:1
10Y Employee Change-2 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.