NorthCoast Asset Management

  • Investment Bank/Securities Brokerage
  • Greenwich CT
  • 44 employees
  • Investment Management
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Company Overview

Website
northcoastam.com
Phone
(203) 532-7000
(800) 274-5448
Employees
44
Founded in
1988
Industry
Investment Bank/Securities Brokerage
NAICS Codes
56 - Administrative and Support and Waste Management and Remediation Services
561 - Administrative and Support Services
5611 - Office Administrative Services
56111 - Office Administrative Services
561110 - Office Administrative Services
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
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Financials & Stats

Revenue

$9B

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Recent News & Media

Mark Dean Obituary (2025) - Greenwich, CT - GreenwichTime

  • Mar 27, 2025
  • legacy.com

SMArtX Advisory Solutions Expands Manager Marketplace with 5 New Strategies from Five Leading Asset Management Firms

  • Mar 7, 2025
  • cbs42.com

Focus Financial’s Connectus Acquires $3B Connecticut RIA

  • Feb 11, 2025
  • wealthmanagement.com

Focus splits $8.7bn US business of Connectus between Colony and Kovitz

  • Jun 3, 2024
  • citywire.com

NorthCoast Asset Management, a Business Line of Connectus Wealth Advisers, Joins Kovitz

  • Jun 3, 2024
  • businesswire.com

Call Options Fuel the Rise of NorthCoast Asset Management's Triple Play

  • Jan 9, 2024
  • investors.com

Who is NorthCoast Asset Management

NorthCoast Asset Management is a company based in Greenwich, Connecticut, specializing in investment solutions. With a team of 44 employees and annual revenue of $8.8 million, NorthCoast Asset Management serves a diverse clientele. The company focuses on providing long-term investment strategies tailored to the needs of individuals, financial advisors, and institutions. Their approach emphasizes research, aiming to maintain, refine, and enhance a competitive edge for their clients, ultimately helping them achieve their investment objectives. NorthCoast Asset Management distinguishes itself through its commitment to continuous and comprehensive research, ensuring their strategies remain relevant and effective in the evolving financial landscape. For more information and important disclosures, visit their website at northcoastam.com.

Company Leadership

Joe Merkle

SVP - Texas - NorthCoast Asset Managemen

Phone Email

NorthCoast Asset Management Industry Tags

Tactical Investing
Active Management
Stock Picking
Downside Protection
Systematic Investing
Asset Allocation
Systematic ETF
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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NorthCoast Asset Management Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of NorthCoast Asset Management's headquarters?
The headquarters of NorthCoast Asset Management are situated at Greenwich CT
What is NorthCoast Asset Management's phone number?
NorthCoast Asset Management's contact number is (203) 532-7000.
What is NorthCoast Asset Management's official website?
The official website of NorthCoast Asset Management can be found at northcoastam.com.
What is NorthCoast Asset Management's current revenue?
As of October 2016, NorthCoast Asset Management's annual revenue reached $9B.
How many employees does NorthCoast Asset Management currently have?
NorthCoast Asset Management employs approximately 44+ people as of October 2016
Which industries is NorthCoast Asset Management primarily operating in?
NorthCoast Asset Management operates in the following industries: Investment Management
Who is the SVP - Texas - NorthCoast Asset Managemen of NorthCoast Asset Management?
NorthCoast Asset Management's SVP - Texas - NorthCoast Asset Managemen is Joe Merkle
What are NorthCoast Asset Management's industry tags?
NorthCoast Asset Management's industry tags include: Tactical Investing, Active Management, Stock Picking
When was NorthCoast Asset Management founded?
NorthCoast Asset Management was founded in 1988.

Employee Directory

Key Employees

William Ostruzka

Vice President

Phone Email

Josh Losonci

Operations Associate

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Seth Appel

Head Trader

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