N
CRD: 130538
Northwest Criterion Asset Management, L.l.c.
$58.3M Total AUM
$58.3M Disc. AUM
-- 3Y CAGR
3 Employees
75 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-08-2004
- Office Locations
- 1
Office Locations
114 Commons WAY Princeton NJ
About Northwest Criterion Asset Management, L.l.c.
Northwest Criterion Asset Management is a Princeton, NJ RIA serving individual investors with institutional-style, long-term portfolio management and financial planning. The firm emphasizes disciplined asset allocation and risk-aware investing, using ETFs and public funds alongside fixed income where appropriate. Works across retail and institutional relationships and custodies primarily at Schwab and Fidelity.
Team overview
75 AVG AGE
$19.4M AVG AUM / ADVISOR
$776.8K AVG AUM / CLIENT
11.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
22yrs Firm Age
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Asset Classes
Focus delta
Client Personas
Eagle crest
Custodian
Value delta Radial Capital crest Ridge zenith
Investment Themes
Vector Atlas crest North ember Alpha
Investment Vehicles
Element glacier Focus oak
Services
Focus Oak Atlas ridge Harbor Alpha peak Signal north Catalyst Oak optima
Owner & Executives
MICHAEL ALAN CAMP
Owner, Portfolio Manager
- CRD
- #2025061
- Ownership
- 75% or more
(595) 962-8810
vector.quantum@insightcapital.com
in linkedin.com/in/capital-beacon
Showing 1 of 1 owners & executives
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C
Charlotte Midori Camp
--
- CRD
- #7533678
(336) 725-9029
eagle.frontier@legacycapital.com
in linkedin.com/in/delta-ember
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,261,872 | $279,390 |
| Non-Discretionary | $0 | $390,599 |
| Total | $58,261,872 | $287,594 |
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Separately Managed Accounts
Total SMA Asset: $58,261,872
Public Funds:
12.0% Equity - Exchange:
24.0% U.S. Government/Agency:
25.7% Cash:
38.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $345,216,938 | 12.0% |
| Equity - Exchange | $690,433,876 | 24.0% |
| U.S. Government/Agency | $739,339,609 | 25.7% |
| Cash | $1,101,817,394 | 38.3% |
| Total | $2,876,807,817 | 100.0% |