← Tributary

NORTHCOAST ASSET MANAGEMENT LLC

STAMFORD, CT · CRD 282241 · IAPD ↗ · (203) 532-7000

$4.97BRegulatory AUM
28Advisory reps
45Employees
0Clients
More than 500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2026 — NORTHCOAST ASSET MANAGEMENT LLC added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
July 2026 — NORTHCOAST ASSET MANAGEMENT LLC added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
March 2026 — NORTHCOAST ASSET MANAGEMENT LLC reported RAUM down 84% ($31.73B -> $4.97B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
March 2026 — NORTHCOAST ASSET MANAGEMENT LLC moved its main office from CHICAGO, IL to STAMFORD, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
51
March 2026 — NORTHCOAST ASSET MANAGEMENT LLC notice-filed in AK, ND, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2026 — NORTHCOAST ASSET MANAGEMENT LLC shrank from 181 to 28 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
March 2026 — KOVITZ INVESTMENT GROUP PARTNERS, LLC is now doing business as NORTHCOAST ASSET MANAGEMENT LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
April 2025 — KOVITZ INVESTMENT GROUP PARTNERS, LLC notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — KOVITZ INVESTMENT GROUP PARTNERS, LLC added office(s): 40 -> 43 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2025 — KOVITZ INVESTMENT GROUP PARTNERS, LLC reported RAUM up 181% ($11.29B -> $31.73B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
February 2025 — KOVITZ INVESTMENT GROUP PARTNERS, LLC notice-filed in AL, AR, CA, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC added office(s): 35 -> 40 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
December 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC grew from 138 to 184 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
September 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC notice-filed in HI, ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
September 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC added office(s): 29 -> 35 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
September 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC grew from 122 to 138 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
August 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC added office(s): 25 -> 29 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
August 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC grew from 99 to 122 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
June 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC notice-filed in AL, AR, OK, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC added office(s): 15 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
June 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC grew from 74 to 99 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
May 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC added office(s): 13 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
May 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC grew from 52 to 74 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
April 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC notice-filed in MO, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC added office(s): 10 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC reported RAUM up 55% ($7.29B -> $11.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2024 — KOVITZ INVESTMENT GROUP PARTNERS, LLC grew from 44 to 52 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.