Pointer Management provides portfolio management for pooled vehicles. The firm advises 1 private fund.
Pointer Management reports 6 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($2.79B across 6 accounts) are managed with discretion. Of its clients, 50% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 6 | $2.79B | 100.0% | $465M |
| Total | 6 | $2.79B | 100% | $465M |
- Clients
- 6
- Regulatory AUM
- $2.79B
- AUM share
- 100.0%
- Avg. per client
- $465M
Total
- Clients
- 6
- Regulatory AUM
- $2.79B
- AUM share
- 100%
- Avg. per client
- $465M
- Clients outside the U.S.
- 50%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Pointer Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
The leadership team of Pointer Management includes Chief Operating Officer Patrick Bradshaw and Chief Financial Officer Joseph Logterman. It has 16 employees, 5 of them in advisory roles.
Leadership
- Joseph LogtermanChief Financial Officer
- Patrick BradshawChief Operating Officer and Chief Compliance Officer
- Tyler BurkePrincipal
- Joseph DavenportPrincipal
- Tyler DukePrincipal
- John StoutPrincipal
- Patrick StowePrincipal
- Jeff TarumianzPrincipal
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Tyler Frank Burke
Staff
- 16 employees
- 5 in advisory functions
- Owns 10% to 25% of Pointer Management, LLC
John Stout
Control person · since July 1990
- Owns 10% to 25% of Pointer Management, LLC
Joseph Davenport
Control person · since July 2007
- Owns 10% to 25% of Pointer Management, LLC
Tyler Burke
Control person · since January 2008
- Owns 10% to 25% of Pointer Management, LLC
Patrick Stowe
Control person · since July 2011
- Owns 5% to 10% of Pointer Management, LLC
Jeff Tarumianz
Control person · since January 2010
- Owns 5% to 10% of Pointer Management, LLC
Patrick Bradshaw
Control person · since November 2012
Pointer Management’s regulatory assets fell from $4.06B (March 2021) to $2.79B (March 2026); clients were 6 in both filings and employees fell from 17 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $2.79B | 6 | 16 | 2 |
| Mar 2025March 2025 | $2.59B | 6 | 16 | 2 |
| Mar 2024March 2024 | $3.04B | 6 | 16 | 2 |
| Mar 2023March 2023 | $3.1B | 6 | 16 | 2 |
| Mar 2022March 2022 | $4.01B | 6 | 17 | 2 |
| Mar 2021March 2021 | $4.06B | 6 | 17 | 2 |
Besides its headquarters, Pointer Management has 1 office, with 2 listed addresses across 2 states.
Tennessee · 1 listed address
- 832 Georgia Avenue, Suite 1100, ChattanoogaHQ
Texas · 1 listed address
- 4514 Cole Avenue, Dallas
Contact and registration details
- Legal name
- Pointer Management, LLC
- Headquarters
- 832 Georgia Avenue, Suite 1100, Chattanooga, TN 37402
- Website
- Not reported
- Phone
- 423-266-3544
- SEC file
- 801-73887
- Structure
- Delaware LLC
- Fiscal year end
- December
Pointer Management has custody of $1.98B for 5 clients.
How many clients does Pointer Management have?
Pointer Management has 6 clients and manages $2.79 billion for them, as of March 2026. They include 6 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Pointer Management offer?
Pointer Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Pointer Management have?
Pointer Management has 0 investment adviser representatives registered with state securities authorities, out of 16 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Pointer Management?
Pointer Management’s direct owners are John Stout, Joseph Davenport, Tyler Burke, Jeff Tarumianz, Patrick Stowe and Patrick Bradshaw, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Pointer Management get paid?
Pointer Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Pointer Management?
Pointer Management’s main office is at 832 Georgia Avenue, Suite 1100, Chattanooga, TN 37402. Its phone number is 423-266-3544.