Noah Investment Management, LLC

Overview

Noah Investment Management, LLC is a small, fee-based advisory firm that provides portfolio management services to individuals and small businesses. The firm reports a clear tilt toward equities — its filings list exchange-traded equities as the dominant asset type — and it operates on a percentage-of-AUM fee model. The advisory approach is non-discretionary, meaning clients retain trading authority and the firm makes recommendations rather than executing independent discretionary strategies. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Investment activity is concentrated and liquid: the firm’s portfolios appear to favor exchange-traded vehicles and publicly traded securities, supplemented by mutual funds and corporate debt on the fixed-income side. The ADV also indicates the use of third-party external alternative investment managers, suggesting Noah Investment Management accesses certain private or specialized strategies through external fund managers rather than running in-house alternative products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices