This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-24-2015
- Office Locations
- 14
Office Locations
About Northcoast Asset Management LLC
Kovitz delivers customized asset management and advisory strategies for high net worth individuals and families, institutions, and financial professionals, with a long-term, research-driven approach. The firm supports portfolio construction and broader planning needs, and its managed portfolios make meaningful use of ETFs and public funds; primary custody is reported with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MEGAN EILEEN SEMELS HALL
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
FRANK JOHN INGARRA JR
SENIOR VICE PRESIDENT
- CRD
- #3102977
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
THOMAS JOHN COLOMBO
Senior Vice President
- CRD
- #6558587
Amish Ramesh Dalal
Vice President
- CRD
- #7412583
Showing 2 of 30 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,967,977,227 | $697,554 |
| Non-Discretionary | $0 | -- |
| Total | $4,967,977,227 | $697,554 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing