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NORTHCOAST ASSET MANAGEMENT LLC
STAMFORD, CT
(203) 532-7000
SEC #801-107054Total AUM
$5B
Employees
45Clients
4,487Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
400 ATLANTIC SREET
6TH FLOOR
STAMFORD
CT 06901
United States
6TH FLOOR
STAMFORD
CT 06901
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Monday - Friday
Phone
(203) 532-7000
Other Offices
13
Financials
Total AUM
$5B
Accounts
7,122Discretionary
$5B
Accounts
7,122Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
3,203AUM
$1.4B
HNW Individual Clients
1,209AUM
$3.2B
Pension/Profit Sharing Plan Clients
18AUM
$27.5M
Charitable Organization Clients
1AUM
$2.2M
Investment Advisor Clients
8AUM
$138.4M
Corporation or Business Clients
48AUM
$177.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REV SHARE W/AFFILIATE FRS AND ELIGIBLE CREDIT & CASH MGMT SOLUTI
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.