Northcoast Research Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Accounts
0
Employees
27
Advisory reps
26
Brokerage reps
24
Avg account
$0

Firm details

Headquarters
Cleveland, Ohio
CRD number
149109
Registered since
July 9, 2009
Fee structure
Subscription Fees
Services
Publication of PeriodicalsSecurity Ratings / Pricing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Northcoast Research Partners, LLC is an Ohio-registered limited liability company that operates primarily as a broker-dealer focused on institutional clients. The firm monetizes its work through subscription fees rather than typical asset-based advisory fees, and its advisory activities center on producing research and market content: publication of periodicals or newsletters, security ratings or pricing services, and hosting educational seminars and workshops. Ownership is reported as a mix of a domestic entity and an individual. The firm does not present itself as a capital allocator, is not a multi-state adviser, and does not identify as an ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 26
  • Aaron Reed

    Aaron Reed

    Research AnalystCRD 5631531

  • Charles Cerankosky

    Managing DirectorCRD 1364690

  • Michael Kavanaugh

    Director of SalesCRD 1381606

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Cleveland, OH

Cuyahoga

Location

Cleveland, OH

Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
1301 E 9th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth