POINTER MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.79B |
| Discretionary | $2.79B100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $465.1M |
| Employees | 16 |
| Peak AUM | $4.06BMar 2021 |
| AUM CAGR | +0.3% /yrover 14 yrs · 21 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.8B | +7.6% | 3.4% | 7.2% | |
| Discretionary AUM | $2.8B | ||||
Key Metrics
| Total AUM | $2.79B |
| Discretionary | $2.79B |
| Employees | 16 |
| Client Accounts | 6 |
Contact & Location
Address
832 GEORGIA AVENUE
CHATTANOOGA TN 37402
Phone
423-266-3544
Filing History
21 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported