RIA Intel›Advisers›Massachusetts›NORTHERN CROSS, LLC

NORTHERN CROSS, LLC

Advisory

N·BOSTON, MA

Data as of Jan 18, 2018 · Source: SEC Form ADV

Total AUM

$33.2B

1-Year AUM Growth

+500.0%

3-Year CAGR

-13.8%

Employees

6

Assets Under Management

Total AUM$33.2B

Discretionary AUM$33.2B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees6

Investment Advisers9

Employee Growth (1Y)—

Filing History

Total Filings on Record26

First FilingJan 2, 2004

Latest FilingJan 18, 2018

🔒 Full AUM trend chart and 26 historical filings spanning 14+ 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 NORTHERN CROSS, LLC

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