P
Pointe Equity Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,000,000
Clients
20
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$750,000
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
Portfolio management
Expertise
Wealth management
Most active in
Pointe Equity Partners LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")