Key facts
- Notable investors include Kovitz Investment Group.
- Status: Privately Held (backing).
Leadership
- Adam DavletshinSenior Vice President and Portfolio Manager
- Amish DalalSenior Vice President and Portfolio Manager of Options
- Jason KruglySenior Vice President of Portfolio Management
- Paul FeibusAssociate Vice President of Portfolio Management
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for NorthCoast Asset Management
- ·The full record, as it builds
Funding rounds
No funding rounds for NorthCoast Asset Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About NorthCoast Asset Management
Provider of investment advisory services intended to serve individual investors, financial advisors, and institutions. The company offers systematic investment strategies, quantitative research, and risk management services, utilizing a market exposure model and a security selection model grounded in fundamental rationales, thereby helping clients grow their capital while effectively managing downside risk.
- Sector
- Financial Services
- HQ
- Greenwich, CT, United States
- Employees
- 44
- Website
- northcoastam.com/
- Ownership
- Privately Held (backing)
NorthCoast Asset Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in NorthCoast Asset Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on NorthCoast Asset Management in its N-PORT filings yet. We sweep new filings monthly.