Northlake Capital Management, LLC

Overview

Northlake Capital Management, LLC is a single-office, owner-operated investment adviser focused on portfolio management for individuals, families and small businesses. The firm runs discretionary strategies across separately managed accounts and custodial relationships, with a clear tilt toward exchange-traded equities. Fee arrangements include a percentage of assets under management and fixed fees, and the firm reports no active ESG program or multi-state adviser status. Investment activity centers on handcrafted equity exposure delivered through liquid, exchange-traded instruments and SMA structures that allow direct ownership and customization for higher-net-worth clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices