NOORDZEE CAPITAL LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ALEXANDER LEVY

    Chief Compliance OfficerCRD 5801878

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth