NORTH POINT PORTFOLIO MANAGERS CORPORATION
Adviser information for NORTH POINT PORTFOLIO MANAGERS CORPORATION last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 264 | $720.2M |
| Non-Discretionary | 2 | $2.8M |
| Total | 266 | $723.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 92 | $43.5M |
| HNW Individuals | 161 | $633.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 9 | $40.4M |
| Charitable organizations | <5 | $3.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | <5 | $2.8M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-56362 |
|---|---|
| SEC ERA File Number | 801-56362 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111257 |
| Legal Entity Identifier | None |
Principal Office
100 PARK AVENUESUITE 200
ORANGE VILLAGE
OH
United States
Monday - Friday, 8:00AM TO 5:00PM
Tel: 440-720-1100, Fax: 440-720-1101
Websites
Chief Compliance Officer
DIANE M. STACK
PRESIDENT, SECRETARY AND CCO
100 PARK AVENUE
SUITE 200
ORANGE VILLAGE
OH
United States
Tel:
(440) 720-1105
Fax:
(440) 720-1101
D****@*********T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STACK, DIANE, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER,PRESIDENT & SECRETARY | 12/2022 | 25-50% |
| DREILING, DANIEL, JOSEPH | Individual | – | EXECUTIVE VICE PRESIDENT & TREASURER | 12/2022 | 25-50% |
| Mrosko, David, M | Individual | – | EXECUTIVE VICE PRESIDENT | 12/2022 | 25-50% |