Element Pointe Advisors, Llc (Miami)
Element Pointe Advisors, Llc Is a Large Advisory Firm Based in Miami. It Manages $358.29 Million of Regulatory Assets for 134 Client Accounts. It Has Been...
Element Pointe Advisors, LLC is a large advisory firm based in Miami. It manages $358.29 million of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Florida, Louisiana, and Texas.
Element Pointe Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Element Pointe Advisors: assets under management
The assets under management (AUM) of Element Pointe Advisors, LLC is $358.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 190% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $358.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.67 million each.
Element Pointe Advisors has custody of $49.3 million in cash and securities for 13 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in investment and business development companies the most. They account for 59% of the total AUM. The second-largest asset type is exchange traded securities, which make up 11% of the firm’s portfolio. Investments in cash and cash equivalents form 11% of the total invested assets.
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