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Northcrest Asset Management LLC

● SEC registered since 2021CRD 300366SEC# 801-121227Plymouth, MN
Export (members)
Reg. AUM
$2.88B
Employees
12
Accounts
2,095
Location
Plymouth, MN

Northcrest Asset Management LLC assets under management

Northcrest Asset Management LLC operates as an SEC-registered investment adviser based in Plymouth, MN. The firm has been registered since 2021. It reports $2.9 billion in regulatory assets under management and employs 12 people.

Northcrest Asset Management LLC owners & executives

37 reported
NameTitleOwnershipSince
Elizabeth Ann Furcht ControlSecretaryUnder 5%2021
Frederick James Shideman ControlChief Platform Officer And Chief Information Security OfficerUnder 5%2021
James Loren Cahn ControlChair Of The Investment Committee And Chief Strategy OfficerUnder 5%2021
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Frequently asked questions

How much does Northcrest Asset Management LLC manage?

Northcrest Asset Management LLC reports $2.9 billion in regulatory assets under management on its Form ADV.

How many employees does Northcrest Asset Management LLC have?

Northcrest Asset Management LLC reports 12 employees.

Where is Northcrest Asset Management LLC located?

Northcrest Asset Management LLC is based in Plymouth, MN and has been SEC-registered since 2021.

Does Northcrest Asset Management LLC disclose fund performance?

Northcrest Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address505 N Highway 169, Suite 900, Plymouth, MN 55441
Phone763-417-1700
Fax763-417-1701
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.88B
Non-discretionary$0
Total (RAUM)$2.88B