Pointe Equity Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pointe Equity Partners LLC is an independent, single‑advisor registered investment adviser that, according to its Form ADV Part 2 brochure, manages roughly $15 million for about 20 individual clients. The brochure lists portfolio management and financial planning services for individual (non‑institutional) clients and indicates the firm uses asset‑based (percentage‑of‑AUM) fee arrangements.
The ADV describes an individualized investment process in which the sole advisor designs and monitors client portfolios to align with each client’s stated objectives and risk tolerance and conducts periodic reviews and adjustments. The brochure also notes the advisor is the primary point of contact for ongoing communication, oversight of investments, and account-related matters.
What sets Pointe Equity Partners apart in its category is its very small, concentrated client roster combined with a single‑advisor, no‑staff operating model disclosed in the ADV. That structure means client relationships and most operational tasks are handled directly by the advisor rather than a team, a feature prospective clients may want to weigh when considering continuity, capacity, and the advisor’s day‑to‑day involvement.
Client services
Expertise
Main office
Grosse Pointe Farms MI
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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