RIA Intel›Advisers›Oregon›NORTHSIDE CAPITAL MANAGEMENT LLC

NORTHSIDE CAPITAL MANAGEMENT LLC

Advisory

N·HOOD RIVER, OR

Data as of Jan 12, 2026 · Source: SEC Form ADV

Total AUM

$5.8B

1-Year AUM Growth

+10.2%

3-Year CAGR

+1.1%

Employees

8

Assets Under Management

Total AUM$5.8B

Discretionary AUM$3.1B

Non-Discretionary AUM$2.7B

Discretionary %54%

Total Clients43

Team

Total Employees8

Investment Advisers17

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record51

First FilingMar 30, 2001

Latest FilingJan 12, 2026

🔒 Full AUM trend chart and 51 historical filings spanning 25+ 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 NORTHSIDE CAPITAL MANAGEMENT LLC

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