Northwater Capital
Firm details
- Headquarters
- Portland, Maine
- CRD number
- 338732
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Northwater Capital operates as a limited liability company focused on providing financial planning services and portfolio management. The firm caters to individuals, small businesses, and pooled investment vehicles, emphasizing a tailored approach to meet client needs. While it does not identify as a capital allocator or an active ESG investor, Northwater Capital is committed to delivering comprehensive advisory services that align with its clients' financial goals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
James Kelly
Managing MemberCRD 8162973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 254 Commercial St
- Time zone
- ET (UTC-5)
- Office locations
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