# Pointer Management, LLC

> Pointer Management, LLC is an SEC-registered investment advisory firm in Chattanooga, TN, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 156810
- Filed as: POINTER MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chattanooga, TN
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156810
- AdvisorCensus page: https://advisorcensus.com/firm/pointer-management-llc-chattanooga-tn-156810

## Quick answers

**How is Pointer Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pointer Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Pointer Management, LLC located?**
Pointer Management, LLC's principal office is in Chattanooga, TN, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Pointer Management, LLC registered with the SEC or a state?**
Pointer Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156810.

**How much does Pointer Management, LLC manage?**
Pointer Management, LLC reports $2,790,864,131 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Pointer Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Pointer Management, LLC: Regulatory assets under management: $4,060,014,527 in the October 2021 data and $2,790,864,131 in the October 2026 data, down 31%. Total employees: 17 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pointer Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Pointer Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156810

**Does Pointer Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Generally, investors must invest a minimum of $1,000,000 for each Fund, subject to reduction at the discretion of Pointer Management, LLC (in the case of the Master Fund, Domestic Fund, U.S. Fund II, Offshore Fund II and Offshore Fund III) or Pointer Offshore, LLC"

**What changed in Pointer Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Generally, investors must invest a minimum of $1,000,000 for each Fund, subject to reduction at the discretion of Pointer Management, LLC (in the case of the Master Fund, Domestic Fund, U.S. Fund II, Offshore Fund II and Offshore Fund III) or Pointer Offshore, LLC

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $2,790,864,131
- Discretionary: $2,790,864,131
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $2,790,864,131 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 16 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dallas, TX

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,060,014,527 | 17 | March 25, 2021 |
| October 2022 | $4,013,881,181 | 17 | March 29, 2022 |
| October 2023 | $3,100,577,425 | 16 | March 24, 2023 |
| October 2024 | $3,036,041,800 | 16 | March 25, 2024 |
| October 2025 | $2,593,926,802 | 16 | March 24, 2025 |
| October 2026 | $2,790,864,131 | 16 | March 27, 2026 |

Regulatory assets under management: $4,060,014,527 in the October 2021 data and $2,790,864,131 in the October 2026 data, down 31%.
Total employees: 17 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pointer Management, LLC (CRD 156810): Form ADV filing data as of October 2026.