Northcoast Asset Management LLC
● SEC registered since 2015CRD 282241SEC# 801-107054Stamford, CT
Reg. AUM
$4.97B
Employees
45
Accounts
7,122
Location
Stamford, CT
Northcoast Asset Management LLC assets under management
Northcoast Asset Management LLC is an investment advisory firm registered with the SEC based in Stamford, CT. The firm has been registered since 2015. It reports $5 billion in regulatory assets under management and employs 45 people.
Northcoast Asset Management LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2016 |
| Frank John Ingarra Control | Senior Vice President, Business & Operations Risk | Under 5% | 2024 |
| Jacob Paxton Wick Control | Head Of Wealth Management | Under 5% | 2024 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Northcoast Asset Management LLC manage?
Northcoast Asset Management LLC reports $5 billion in regulatory assets under management on its Form ADV.
How many employees does Northcoast Asset Management LLC have?
Northcoast Asset Management LLC reports 45 employees.
Where is Northcoast Asset Management LLC located?
Northcoast Asset Management LLC is based in Stamford, CT and has been SEC-registered since 2015.
Does Northcoast Asset Management LLC disclose fund performance?
Northcoast Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 Atlantic Sreet, 6th Floor, Stamford, CT 06901 |
| Phone | (203) 532-7000 |
| Fax | (203) 532-7014 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1665198 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.97B▼ 56%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$4.97Bregulatory AUM
Discretionary $4.97B