NORTHCOAST RESEARCH PARTNERS, LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Accounts
0
Employees
27
Advisory reps
26
Brokerage reps
24
Avg account
$0

Firm details

Headquarters
CLEVELAND, Ohio
CRD number
149109
Registered since
July 9, 2009
Fee structure
Subscription Fees
Services
Publication of PeriodicalsSecurity Ratings / Pricing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Northcoast Research Partners, LLC is organized as an LLC and has been SEC-registered since 2009. The firm operates primarily as a broker-dealer with a subscription-fee business model and targets institutional clients. Its advisory-style activities emphasize publishing research and periodicals, providing security pricing/ratings services, and running educational seminars and workshops. The dataset flags the firm as not an active ESG investor and does not list it as a multi-state adviser; the firm is owned by a domestic entity and individuals.

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

Contacts

3 of 26
  • Ronan Chambers

    Equity Research AssociateCRD 8131371

  • Rafael Manzo Puente

    SalesCRD 8090842

  • APOSTOLOS KAPASSAKIS

    DirectorCRD 2914477

Unlock 23 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CLEVELAND, OH

CUYAHOGA

Location

CLEVELAND, OH

Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
1301 E 9th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth