Norcross Capital Management LLC

Overview

Norcross Capital Management LLC is a small, fee-based advisory practice focused on portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and signals a preference for publicly traded equities as its primary allocation. It identifies as an active ESG investor, which suggests ESG considerations are integrated into security selection or manager due diligence. The client base is individual and family-oriented rather than institutional, and the firm is organized as a limited liability company with an owner-operated structure. Investment activity centers on liquid, exchange-listed instruments for core exposures while supplementing portfolios with third-party mutual funds and select alternative allocations. Given the firm’s scale and client profile, investment decisions appear to emphasize simplicity, liquidity and cost control, with tactical use of outside managers where the firm lacks in-house scale or expertise.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices