Northcoast Research Partners, LLC

Assets Under Management

N/A

Number of Clients

6

Number of Advisors

19

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

N/A

About This Firm

Northcoast Research Partners is an independent investment research firm providing research reports, analysis, financial models, and meetings with company management to institutional investors. They focus on company-specific bottoms-up fundamental analysis, tracking near-term dynamics while maintaining a longer-term perspective. The firm does not manage assets or formulate investment advice for direct clients.

Fee Structure

Financial Planning:Investment management only

Northcoast negotiates fees for access to its research reports, analysis, financial models, and meetings with a company’s management, with each of its Advisory Customers based on various factors. These factors include the anticipated level of direct access to and interaction with the Firm and its analysts. Advisory Customers may also request other services, including but not limited to, specific research requests, access to analysts, etc. that the Firm would separately charge an Advisory Customer in addition to its negotiated fees. The relationship may be terminated by an Advisory Customer at any time.

Areas of Practice
Investment Management
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Location

1301 East Ninth Street, 15th Floor, Cleveland, OH, 44114

19 Advisors at this firm

Northcoast Research Partners, Llc | AdvisorDiscover