$74.9M Total AUM
$74.9M Disc. AUM
-- 3Y CAGR
2 Employees
53 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Legacy summitGlacier
- Established Date
- 07-06-2004
- Office Locations
- 1
Office Locations
-- Bayfield WI
About Northlake Capital Management, LLC
Northlake Capital Management is an RIA serving high-net-worth individuals and related retirement and charitable accounts. The firm builds and manages equity portfolios using ETFs and individual stocks, tailoring conservative, balanced, or aggressive growth allocations to each client’s goals and risk tolerance. Led by founder Steve Birenberg (32-year career), it publishes regular style/market-cap model updates and supports Schwab custody.
Team overview
-- AVG AGE
$74.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
22 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Delta harbor Focus Harbor value
Client Personas
Bridge bridge
Custodian
Optima eagle Legacy vital
Investment Themes
Foundation Matrix
Investment Vehicles
Prime Meridian
Services
Alpha summit Matrix Zenith north
Technology
Capital matrix Peak insight
Owner & Executives
S
STEVEN PERRY BIRENBERG
Analyst, Chief Compliance Officer, Managing Member
- CRD
- #2594169
- Ownership
- 75% or more
(361) 793-5455
radial.insight@catalystcapital.com
in linkedin.com/in/legacy-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,927,452 | $284,725 |
| Non-Discretionary | $0 | $2,983,953 |
| Total | $74,927,452 | $345,381 |
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Separately Managed Accounts
Total SMA Asset: $74,927,452
Equity - Exchange:
23.0% Public Funds:
25.3% Cash:
25.7% U.S. Government/Agency:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $414,515,407 | 23.0% |
| Public Funds | $455,966,948 | 25.3% |
| Cash | $463,175,912 | 25.7% |
| U.S. Government/Agency | $468,582,635 | 26.0% |
| Total | $1,802,240,902 | 100.0% |