Updated:
NorthPointe Investment Advisory
NORTHPOINTE INVESTMENT ADVISORY, LLC is a state-registered investment adviser in ST. JOSEPH, MI. The firm manages $75 million in assets, $45 million on a...
Overview
NORTHPOINTE INVESTMENT ADVISORY, LLC is a state-registered investment adviser in ST. JOSEPH, MI. The firm manages $75 million in assets, $45 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2004
Location
Region
North America
Country
United States
City
St. Joseph
Corporate office
Troy, MI, United States
Principals
David C. Barton
President
John A. (Jack) Nelson
Senior Vice President
Sector focus
Frequently asked questions
Who makes investment decisions at NorthPointe?
David Barton, as President, oversees investment strategy. Jack Nelson serves as Senior Vice President. The firm operates with a small advisor team (public record).
How does NorthPointe source investment ideas?
The firm uses traditional manager research and due diligence — screening funds for track records, process, and terms. It does not source proprietary deals (per the firm's public posture).
What asset classes does NorthPointe use?
The firm builds custom portfolios across public equities, fixed income, and alternative investments including private equity and real estate (per firm website).
Does NorthPointe have fund vehicles or manage assets directly?
No. NorthPointe is an advisory RIA — it does not operate pooled fund vehicles. Client portfolios are individually managed via separate accounts (per the firm's regulatory filings).
How does NorthPointe maintain independence?
As a fee-only RIA, NorthPointe takes no commissions and sells no proprietary products. This structure is required by its fiduciary duty (per SEC registration).
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research NorthPointe Investment Advisory in Altss
Explore available research and relationship coverage for this adviser in Altss.