ST. LOUIS, MOCRD 282505Latest ADV February 6, 2026
Sunpointe Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.
Assets Under Management
$791M
Employees
17
Offices
4 offices
Total Clients
309
Primary office
ST. LOUIS, MO
8301 MARYLAND AVENUE, SUITE 300, ST. LOUIS, MO, 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 54.7% of total clients.
Top client categories% of clientsClients
1
HNWI
54.7%
169
2
Individuals
45.3%
140
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$791Mas of February 6, 2026
Discretionary81.8%
$647M
82% of total RAUM81.8%
Non-discretionary18.2%
$144M
18% of total RAUM18.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$791M
Total Accounts1,085
10Y AUM Change+$680M (+616.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee18:1
10Y Employee Change+11 (+183.3%)
* 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.