Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
341887341
SEC advisor number
801-56362
FINRA CRD number
111257
AUM ?
$723.02 mm
(as of 7 May 24)
Accounts
266
(as of 7 May 24)
Employees
5
(4 investment advisory or research)
Address
North Point Portfolio Managers
100 PARK AVENUE
SUITE 200
ORANGE VILLAGE
OH 44122
100 PARK AVENUE
SUITE 200
ORANGE VILLAGE
OH 44122
Phone
4407201100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jul 24
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22