NOORDZEE CAPITAL LLC
Firm details
- Headquarters
- BETHESDA, Maryland
- CRD number
- 332664
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Noordzee Capital LLC is an independent, individual-owned registered investment adviser organized as an LLC that acts as a capital allocator for both private and institutional clients. FINTRX lists the firm’s client base as individuals and families plus institutional investors. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, selection of other advisers, and pension-related services; the firm is not identified as a pension consultant. The firm is not an active ESG investor and is not classified as a multi-state adviser. The firm uses a mix of fee arrangements — percentage-of-assets, hourly, fixed fees and other billing approaches — reflecting flexibility in pricing for differing client relationships and mandates.
Assets & Accounts
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
Owners & executives
1 of 1ALEXANDER LEVY
Chief Compliance OfficerCRD 5801878
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BETHESDA, MD
MONTGOMERY
Location
BETHESDA, MD
Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 7200 Wisconsin Ave
- Time zone
- ET (UTC-5)
- Office locations
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