Skip to main content

SUNPOINTE, LLC

Doing business as SUNPOINTE INVESTMENTS. SEC Form ADV profile.

Total regulatory AUM
$790,729,786
Discretionary
$646,709,968
Non-discretionary
$144,019,818

Firm details

CRD number
282505
SEC file number
801-118361
Main office
ST. LOUIS, MO, United States
Employees
17
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.