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NORTHCOAST ASSET MANAGEMENT LLC
CRD 282241 · SEC 801-107054
400 ATLANTIC SREET, 6TH FLOOR, STAMFORD, CT, 06901, United States
Phone
(203) 532-7000
Fax
(203) 532-7014
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.97B
Discretionary AUM
$4.97B
Team
45 total employees; 28 advisory reps
Clients
More than 500
Fees
Percentage of AUM; REV SHARE W/AFFILIATE FRS AND ELIGIBLE CREDIT & CASH MGMT SOLUTI
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3203 | $1.44B |
| High net worth individuals | 1209 | $3.18B |
| Pension/profit sharing plans | 18 | $27.5M |
| Other investment advisers | 8 | $138.4M |
| Corporations/business entities | 48 | $177.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD