Northcoast Asset Management LLC

RIASEC RegisteredEst. 2015

Total AUM

$5B

Discretionary

$5B

100% of AUM

Avg account

$698K

Accounts

7,122

Employees

Advisory reps

Firm details

Headquarters: Stamford, Connecticut
CRD number: 282241
Registered since: December 24, 2015
Website: northcoastam.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Other
Client types: HNWI64.08%
Individuals28.96%
Corporations / Businesses3.57%
Other Investment Advisers2.79%
Pension & Profit Sharing Plans0.55%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Northcoast Asset Management LLC is a limited liability company registered with the SEC since 2015 that operates as an insurance broker-dealer and capital allocator for both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses and institutions, and provides selection-of-other-advisers services. Its fee model includes percentage-of-AUM billing plus other fee arrangements. Northcoast identifies as an active ESG investor and maintains affiliations across the financial services ecosystem, including broker-dealer, adviser, sponsor/GP roles and relationships with insurance, accounting and law firms. The firm has appeared on multiple industry lists over recent years, including recognitions from Barron’s, Forbes, the Financial Times, FA Magazine and AdvisorHub.