STAMFORD, CTCRD 282241Latest ADV February 19, 2026
Northcoast Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stamford, CT. Its latest Form ADV filing, dated February 19, 2026, reports $5.0B in regulatory assets under management, 45 employees, 13 offices, and 7,122 accounts.
Assets Under Management
$5.0B
Employees
45
Offices
13 offices
Total Clients
4,486
Primary office
STAMFORD, CT
400 ATLANTIC SREET, 6TH FLOOR, STAMFORD, CT, United States
Top client segmentIndividuals represent 71.4% of total clients.
Top client categories% of clientsClients
1
Individuals
71.4%
3,203
2
HNWI
27.0%
1,209
3
Corporations
1.1%
48
4
Pension Plans
0.4%
18
5
Other Advisers
0.2%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.0Bas of February 19, 2026
Discretionary100.0%
$5.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.0B
Total Accounts7,122
10Y AUM Change+$2.1B (+75.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees45
Clients per Employee100:1
10Y Employee Change-5 (-10.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.