ELEMENT POINTE ADVISORS, LLC

HTTP://WWW.ELEMENTPOINTE.COM MIAMI, FL Investment Advisor How do I update this listing?

Element Pointe Advisors is based out of Miami. Element Pointe Advisors is a large advisory firm with 26 clients and discretionary assets under management (AUM) of $341,327,780 (Form ADV from 2018-08-08). Their last reported 13F filing for Q4 2018 included $158,396,000 in managed 13F securities and a top 10 holdings concentration of 68.15%. Element Pointe Advisors's largest holding is iShares Core S&P 500 ETF with shares held of 132,716. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.
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View Last Form Adv Compilation Report on Record

ELEMENT POINTE ADVISORS
40 SW 13TH STREET SUITE 701
MIAMI FL    33130
Country: United States

Business Phone: (786) 655-9790
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities: 17,193,400
Total Number of Clients: 26
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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