Northcape Wealth Management

Overview

Northcape Wealth Management is an independent, SEC-registered RIA formed as an LLC and operating as a capital allocator to both high-net-worth individuals/families and institutional clients. The firm provides discretionary portfolio management and financial planning, and lists services that include portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Fee arrangements are a mix of percentage-of-AUM, hourly charges and fixed fees. Northcape does not identify as an active ESG investor and uses a single primary custodian for its reported assets. Northcape positions itself to combine in-house portfolio management with third-party manager selection. The firm’s capital allocator role and its advisory activity around selecting other advisers suggest a multi-manager approach for portions of client portfolios, while the mix of fee options indicates flexibility for different client types and engagement models.

Assets & Accounts

Public Holdings

Investments & Alternatives