Northcoast Asset Management LLC

Overview

Northcoast Asset Management LLC is a multi-client registered adviser that manages portfolios for high-net-worth individuals, families and institutional clients. The firm charges asset-based fees (plus other fee lines) and is flagged as an active ESG investor. It also conducts other financial product sales activities and maintains a range of industry relationships that extend beyond pure advisory work, including affiliations with broker‑dealers, insurers, accountants, law firms and parties that sponsor pooled investment vehicles. The firm’s public filings show it operates with a discretionary mandate across most client relationships and sponsors several private funds. Its stated asset preference is equities, and exchange‑traded equities comprise the largest slice of assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices