Investment adviser · CRD 282505
SUNPOINTE INVESTMENTS
Investment adviser filing (IA)
SUNPOINTE, LLC
ST. LOUIS, MO, United States · Form ADV filed Jul 10, 2026
- Regulatory AUM
- $791M Form ADV · Item 5.F
- Client accounts
- 1,085 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 169 | $730,945,358 | 92.4% |
| Individuals | 140 | $36,305,450 | 4.6% |
| Charities | Fewer than 5 | $18,387,008 | 2.3% |
| Retirement plans | Fewer than 5 | $5,091,970 | 0.6% |
Filing source
Form ADV 2117100 · Jul 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
8301 MARYLAND AVENUE, SUITE 300ST. LOUIS, MO, 63105, United States
CRD 282505
Filing source
Form ADV 2117100 · Jul 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.