SUNPOINTE, LLC
Legal name: SUNPOINTE INVESTMENTS
CRD #282505 SEC #801-118361 ST. LOUIS, MO (314) 880-0821
SEC Registered
Total AUM
$559.2M
Discretionary
$479.1M
Employees
16
Clients
26
Accounts
719
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $559.2M | $479.1M | $80.1M | 16 | 8 |
| May 2025 | $559.2M | $479.1M | $80.1M | 16 | 8 |
| May 2025 | $559.2M | $479.1M | $80.1M | 16 | 8 |
| Apr 2025 | $559.2M | $479.1M | $80.1M | 16 | 8 |
| Feb 2025 | $559.2M | $479.1M | $80.1M | 16 | 8 |
| Oct 2024 | $369.1M | $256.6M | $112.4M | 13 | 7 |
| Sep 2024 | $369.1M | $256.6M | $112.4M | 13 | 7 |
| Apr 2024 | $369.1M | $256.6M | $112.4M | 13 | 7 |
| Mar 2024 | $369.1M | $256.6M | $112.4M | 13 | 7 |
| Mar 2023 | $314.5M | $207.8M | $106.7M | 12 | 8 |
| Feb 2023 | $231M | $156.7M | $74.3M | 9 | 9 |
| Sep 2022 | $231M | $156.7M | $74.3M | 9 | 9 |
| Aug 2022 | $231M | $156.7M | $74.3M | 9 | 9 |
| Apr 2022 | $231M | $156.7M | $74.3M | 9 | 9 |
| Mar 2022 | $231M | $156.7M | $74.3M | 9 | 9 |
| Aug 2021 | $140.3M | $71M | $69.3M | 8 | 8 |
| Jun 2021 | $140.3M | $71M | $69.3M | 8 | 8 |
| Mar 2021 | $140.3M | $71M | $69.3M | 6 | 8 |
| Mar 2021 | $140.3M | $71M | $69.3M | 6 | 8 |
| Jul 2020 | $110.4M | $48.7M | $61.7M | 5 | 5 |
| Jun 2020 | $110.4M | $48.7M | $61.7M | 6 | 5 |
| Apr 2020 | $110.4M | $48.7M | $61.7M | 6 | 5 |
| Mar 2020 | $110.4M | $48.7M | $61.7M | 6 | 5 |
DateOct 2025
Total AUM$559.2M
Discretionary$479.1M
Non-Disc.$80.1M
Employees16
Clients8
DateMay 2025
Total AUM$559.2M
Discretionary$479.1M
Non-Disc.$80.1M
Employees16
Clients8
DateMay 2025
Total AUM$559.2M
Discretionary$479.1M
Non-Disc.$80.1M
Employees16
Clients8
DateApr 2025
Total AUM$559.2M
Discretionary$479.1M
Non-Disc.$80.1M
Employees16
Clients8
DateFeb 2025
Total AUM$559.2M
Discretionary$479.1M
Non-Disc.$80.1M
Employees16
Clients8
DateOct 2024
Total AUM$369.1M
Discretionary$256.6M
Non-Disc.$112.4M
Employees13
Clients7
DateSep 2024
Total AUM$369.1M
Discretionary$256.6M
Non-Disc.$112.4M
Employees13
Clients7
DateApr 2024
Total AUM$369.1M
Discretionary$256.6M
Non-Disc.$112.4M
Employees13
Clients7
DateMar 2024
Total AUM$369.1M
Discretionary$256.6M
Non-Disc.$112.4M
Employees13
Clients7
DateMar 2023
Total AUM$314.5M
Discretionary$207.8M
Non-Disc.$106.7M
Employees12
Clients8
DateFeb 2023
Total AUM$231M
Discretionary$156.7M
Non-Disc.$74.3M
Employees9
Clients9
DateSep 2022
Total AUM$231M
Discretionary$156.7M
Non-Disc.$74.3M
Employees9
Clients9
DateAug 2022
Total AUM$231M
Discretionary$156.7M
Non-Disc.$74.3M
Employees9
Clients9
DateApr 2022
Total AUM$231M
Discretionary$156.7M
Non-Disc.$74.3M
Employees9
Clients9
DateMar 2022
Total AUM$231M
Discretionary$156.7M
Non-Disc.$74.3M
Employees9
Clients9
DateAug 2021
Total AUM$140.3M
Discretionary$71M
Non-Disc.$69.3M
Employees8
Clients8
DateJun 2021
Total AUM$140.3M
Discretionary$71M
Non-Disc.$69.3M
Employees8
Clients8
DateMar 2021
Total AUM$140.3M
Discretionary$71M
Non-Disc.$69.3M
Employees6
Clients8
DateMar 2021
Total AUM$140.3M
Discretionary$71M
Non-Disc.$69.3M
Employees6
Clients8
DateJul 2020
Total AUM$110.4M
Discretionary$48.7M
Non-Disc.$61.7M
Employees5
Clients5
DateJun 2020
Total AUM$110.4M
Discretionary$48.7M
Non-Disc.$61.7M
Employees6
Clients5
DateApr 2020
Total AUM$110.4M
Discretionary$48.7M
Non-Disc.$61.7M
Employees6
Clients5
DateMar 2020
Total AUM$110.4M
Discretionary$48.7M
Non-Disc.$61.7M
Employees6
Clients5