The ELEMENT POINTE ADVISORS is a privately held investment adviser that advises $1.22Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ELEMENT POINTE ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 109.24% over the last 5-years.
The Group has been registered with the SEC for 10.48 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 333 SE 2ND AVE SUITE 2520, MIAMI, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 9 investment and 2 non-investment staff. The total number of Employees increased by 37.5% over the last 5-years.
Their $1.22Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $1.21Bn or 99.65% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $2.34mn or 0.19% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $2.34mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
ELEMENT POINTE ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.