NORTH ATLANTIC CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PORTLAND, Maine
CRD number
337492

Firm profile

FINTRX

Overview

North Atlantic Capital Management, LLC operates as a limited liability company and engages in various investment activities. The firm is classified as unclassified and does not serve as a capital allocator. It has a diverse client base and is involved in multiple business activities, including advisory services. While it does not actively pursue ESG investments, it maintains affiliations with various sectors, including broker-dealers, other investment advisers, and trust companies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Spero

    Chief Compliance OfficerCRD 4638465

Contacts

3 of 3
  • Mark Morrissette

    Managing DirectorCRD 2766560

  • David Coit

    Managing DirectorCRD 5163574

  • MICHAEL NITKA

    Chartered Financial AnalystCRD 4788728

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORTLAND, ME

CUMBERLAND

Location

PORTLAND, ME

Headquartered in PORTLAND, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
CUMBERLAND
Address
2 City Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth