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NORTH POINT PORTFOLIO MANAGERS CORPORATION
CRD 111257File 801-56362
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$773.3M
Above cohort median (national)
Discretionary AUM
$768.8M
Non-discretionary $4.5M
Clients
276
276 accounts
Employees
7
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 29, 1999
- Principal office
- 100 PARK AVENUE, SUITE 200, ORANGE VILLAGE, OH, 44122-8201
- Phone
- 440-720-1100
- Website
- HTTP://WWW.NPPMCORP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $773.3M
- Discretionary AUM
- $768.8M
- Non-discretionary AUM
- $4.5M
- Discretionary accounts
- 271
- Non-discretionary accounts
- 5
- Total accounts
- 276
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.0M |
| High net worth individuals | 158 | $679.7M |
| Pension and profit sharing plans | 7 | $35.8M |
| Individuals (other than high net worth individuals) | 108 | $55.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.