PPrivate Fund Data Log in Join · $37/mo

North Point Portfolio Managers Corporation

● SEC registered since 1999CRD 111257SEC# 801-56362Orange Village, OH
Export (members)
Reg. AUM
$782.8M
Employees
5
Accounts
273
Location
Orange Village, OH

North Point Portfolio Managers Corporation assets under management

North Point Portfolio Managers Corporation is an investment advisory firm registered with the SEC based in Orange Village, OH. The firm has been registered since 1999. It reports $782.8 million in regulatory assets under management and employs 5 people.

North Point Portfolio Managers Corporation owners & executives

3 reported
NameTitleOwnershipSince
Daniel Joseph Dreiling ControlExecutive Vice President & Treasurer25-50%2022
David M Mrosko ControlExecutive Vice President25-50%2022
Diane Marie Stack ControlChief Compliance Officer,president & Secretary25-50%2022

Frequently asked questions

How much does North Point Portfolio Managers Corporation manage?

North Point Portfolio Managers Corporation reports $782.8 million in regulatory assets under management on its Form ADV.

How many employees does North Point Portfolio Managers Corporation have?

North Point Portfolio Managers Corporation reports 5 employees.

Where is North Point Portfolio Managers Corporation located?

North Point Portfolio Managers Corporation is based in Orange Village, OH and has been SEC-registered since 1999.

Does North Point Portfolio Managers Corporation disclose fund performance?

North Point Portfolio Managers Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Park Avenue, Suite 200, Orange Village, OH 44122-8201
Phone440-720-1100
Fax440-720-1101
Office hours8:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$779.4M
Non-discretionary$3.4M
Total (RAUM)$782.8M