{"url":"https://nivawealth.com/firms/pointer-management-156810","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/156810","regulatoryAum":2790864131,"crd":"156810","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2911078","suffix":null,"lastName":"BURKE","firstName":"TYLER","middleName":"FRANK"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-25","regulatoryAum":4060014527,"clients":6,"employees":17,"offices":2},{"filedOn":"2022-03-29","regulatoryAum":4013881181,"clients":6,"employees":17,"offices":2},{"filedOn":"2023-03-24","regulatoryAum":3100577425,"clients":6,"employees":16,"offices":2},{"filedOn":"2024-03-25","regulatoryAum":3036041800,"clients":6,"employees":16,"offices":2},{"filedOn":"2025-03-24","regulatoryAum":2593926802,"clients":6,"employees":16,"offices":2},{"filedOn":"2026-03-27","regulatoryAum":2790864131,"clients":6,"employees":16,"offices":2}],"secFileNumber":"801-73887","legalName":"Pointer Management, LLC","displayName":"Pointer Management","slug":"pointer-management-156810","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"832 Georgia Avenue, Suite 1100","city":"Chattanooga","state":"TN","stateName":"Tennessee","country":"United States","postalCode":"37402"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":16,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":2790864131,"discretionary":2790864131,"discretionaryAccounts":6,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":50,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":6,"regulatoryAum":2790864131}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Pointer Management has custody of $1.98B in client assets for 5 clients.","otherCustodians":[],"leadership":[{"name":"Joseph Logterman","title":"Chief Financial Officer","crd":"5903927"},{"name":"Patrick Bradshaw","title":"Chief Operating Officer and Chief Compliance Officer","crd":"6158519"},{"name":"Tyler Burke","title":"Principal","crd":"2911078"},{"name":"Joseph Davenport","title":"Principal","crd":"5903914"},{"name":"Tyler Duke","title":"Principal","crd":"4844250"},{"name":"John Stout","title":"Principal","crd":"1198280"},{"name":"Patrick Stowe","title":"Principal","crd":"5742744"},{"name":"Jeff Tarumianz","title":"Principal","crd":"5903919"}],"ownership":[{"label":"John Stout","detail":"Principal in the 10% to 25% ownership band and a control person, since July 1990."},{"label":"Joseph Davenport","detail":"Principal in the 10% to 25% ownership band and a control person, since July 2007."},{"label":"Tyler Burke","detail":"Principal in the 10% to 25% ownership band and a control person, since January 2008."},{"label":"Jeff Tarumianz","detail":"Principal in the 5% to 10% ownership band and a control person, since January 2010."},{"label":"Patrick Stowe","detail":"Principal in the 10% to 25% ownership band and a control person, since July 2011."},{"label":"Patrick Bradshaw","detail":"Chief operating officer and chief compliance officer in the 5% to 10% ownership band and a control person, since November 2012."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Tennessee","offices":1,"addresses":[{"street":"832 Georgia Avenue, Suite 1100","city":"Chattanooga","headquarters":true}]},{"state":"Texas","offices":1,"addresses":[{"street":"4514 Cole Avenue","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"423-266-3544","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":1},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/156810/PDF/156810.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Pointer Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Pointer Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Pointer Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Pointer Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Pointer Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Pointer Management?","answer":"Pointer Management’s main office is at 832 Georgia Avenue, Suite 1100, Chattanooga, TN 37402. Its phone number is 423-266-3544.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}