Sign in Sign up for free

High Pointe Fund Management, LLC (Buffalo Grove)


High Pointe Fund Management, LLC is a large advisory firm based in Buffalo Grove. It manages $179 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Illinois.

Logo

High Pointe Fund Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

High Pointe Fund Management: assets under management

The assets under management (AUM) of High Pointe Fund Management, LLC is $179 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 539% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $179 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.65 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay High Pointe Fund Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Buffalo Grove

The principal office where High Pointe Fund Management, LLC performs its advisory services is located at 1110 West Lake Cook Road, Buffalo Grove, IL 60089, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-537-7400 or by fax 847-537-7407. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.highpointefunds.com.


Registered investment advisers similar to High Pointe Fund Management, LLC