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NorthPointe Investment Advisory
NorthPointe Investment Advisory: David Barton's Troy, MI-based RIA serving wealthy families through portfolio construction and direct planning since 2004.
NorthPointe Investment Advisory
NORTHPOINTE INVESTMENT ADVISORY, LLC is an SEC-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
AUM
Undisclosed
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).
Is NorthPointe a single-family office or multi-family office?
NorthPointe functions as a multi-family office, serving multiple unrelated households through its RIA structure.
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).
What region does NorthPointe serve geographically?
The firm is headquartered in Troy, Michigan and primarily serves clients in the Midwest United States. It does not maintain offices outside the region (per public record).
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 using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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