# NorthPointe Investment Advisory

NorthPointe Investment Advisory is a Multi Family Office based in St. Joseph, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** St. Joseph, United States
- **Region:** North America
- **Address:** Troy, MI, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** northpointeadvisors.com

## Regulatory record

- **CRD number:** 170850
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170850

## About

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.

## Sectors

- Financial Services

## People

- David C. Barton — President
- John A. (Jack) Nelson — Senior Vice President

## 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).

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Last updated: 2026-07-06T01:24:22.134Z

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