Northlake Capital Management, LLC
RIASEC Registered
Total AUM
$74.9M
Discretionary
$74.9M
100% of AUM
Avg account
$1.4M
Accounts
55
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 132006
- Website
- northlakecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.99%
- Individuals17.99%
- Charitable Organizations13.02%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Northlake Capital Management, LLC is an independent, privately owned registered investment adviser structured as an LLC. The firm focuses on portfolio management for individuals and small businesses and serves a client base made up of individual investors and families. Compensation comes through a mix of percentage-of-AUM fees and fixed fees. Northlake operates primarily as a discretionary manager and does not present itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds36%
- US Government Bonds6%
- Cash & Cash Equivalents6%
Contacts
1 of 1Steven Birenberg
PresidentCRD 2594169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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