NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C.

Overview

Northwest Criterion Asset Management, L.L.C. is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional and business clients, delivering financial planning and discretionary portfolio management across individual, small business and institutional accounts. Its advisory model combines percentage-of-AUM billing with the option for hourly or fixed fees, and the firm operates primarily as a discretionary manager. Investment activity centers on pooled public vehicles and separately managed account (SMA) structures rather than direct stock-by-stock strategies. The firm is not identified as an active ESG investor and does not operate as a multi-state adviser under the available classification. Its stated advisory services emphasize planning and ongoing portfolio oversight rather than specialized capital allocation to external alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices