RIA Intel›Advisers›Connecticut›NORTHCOAST ASSET MANAGEMENT LLC

NORTHCOAST ASSET MANAGEMENT LLC

Advisory

N·STAMFORD, CT

Data as of Jul 27, 2026 · Source: SEC Form ADV

Total AUM

$5.0B

1-Year AUM Growth

+54.8%

3-Year CAGR

+20.1%

Employees

28

Assets Under Management

Total AUM$5.0B

Discretionary AUM$5.0B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16,572

Team

Total Employees28

Investment Advisers45

Employee Growth (1Y)+177.3%

Filing History

Total Filings on Record49

First FilingDec 9, 2015

Latest FilingJul 27, 2026

🔒 Full AUM trend chart and 49 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NORTHCOAST ASSET MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.