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Credentials
CFA®, Series 65
Experience Industry experience
29 years
Location
Bayfield, WI
Northlake Capital Management, LLC
Independent
Total advisors
1Clients per advisor
53 HighAvg AUM per client
$1,229,624 HighHNW client ratio
42% HighSteven Birenberg is a CFA charterholder with 29 years of industry experience. He is the founder and managing member of Northlake Capital Management, LLC, where he has worked since 2004. Prior to that, he spent 12 years at Entermedia Funds. Outside of his advisory work, he serves as Co-Head of Security for the Lake Superior Big Top Chautauqua, an entertainment venue in Bayfield, WI. Northlake Capital Management, LLC is an independent registered investment adviser managing approximately $75 million for around 50 individual, trust, estate, IRA, and charitable organization clients. The firm employs a combination of fundamental and technical analysis, using various strategies including long-term holdings and option-writing, with portfolios tailored to clients’ objectives and risk levels.
$15-$1,500 per quarter for smaller accounts, typically less than $250,000, depending on account size and expected activity
$0 - $5,000,000: up to 1% $5,000,000+: lower negotiated fee
Bayfield, WI
Bayfield WI
Advisors at this office
1
Illinois · Wisconsin
29 years of industry experience
Entermedia Funds
2009 - 2021 • 12 years
Wilmette, IL
Northlake Capital Management, LLC
2004 - Present • 22 years
Bayfield, WI
Gofen and Glossberg, L.L.C.
1997 - 2004 • 7 years
Chicago, IL
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Lawyer
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Real estate agent
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