Northavenue LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 17, 2026, reports $205M in regulatory assets under management, 9 employees, 2 offices, and 638 accounts.
Assets Under Management
$205M
Employees
9
Offices
2 offices
Total Clients
138
Primary office
COLUMBUS, OH
4400 N HIGH ST, SUITE 201, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.7% of total clients.
Top client categories% of clientsClients
1
HNWI
50.7%
70
2
Individuals
49.3%
68
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$205Mas of March 17, 2026
Discretionary100.0%
$205M
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$205M
Total Accounts638
10Y AUM Change+$86M (+72.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee15:1
10Y Employee Change+6 (+200.0%)
* 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.