North Point Portfolio Managers Corporation
● SEC registered since 1999CRD 111257SEC# 801-56362Orange Village, OH
Reg. AUM
$773.3M
Employees
7
Accounts
276
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 $773.3 million in regulatory assets under management and employs 7 people.
North Point Portfolio Managers Corporation owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Joseph Dreiling Control | Executive Vice President & Treasurer | 25-50% | 2022 |
| David M Mrosko Control | Executive Vice President | 25-50% | 2022 |
| Diane Marie Stack Control | Chief Compliance Officer,president & Secretary | 25-50% | 2022 |
Frequently asked questions
How much does North Point Portfolio Managers Corporation manage?
North Point Portfolio Managers Corporation reports $773.3 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 7 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
| Address | 100 Park Avenue, Suite 200, Orange Village, OH 44122-8201 |
| Phone | 440-720-1100 |
| Fax | 440-720-1101 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$773.3M▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$773.3Mregulatory AUM
Discretionary $768.8MNon-discretionary $4.5M