Noordzee Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
1
Advisors
1
of 1 employees
About
Noordzee Capital provides advisory services to institutional clients, employer retirement plans, family offices, and high‑ and ultra‑high‑net‑worth individuals, and maintains a material non‑U.S. client base. The firm’s services include portfolio management, financial planning, retirement plan consulting, and advice on capital structure, industrial strategy, and mergers and acquisitions.
The firm’s investment work is grounded primarily in fundamental analysis, augmented by economic and, where appropriate, technical tools, and may employ derivatives, ETFs, mutual funds, and alternative vehicles. It offers both comprehensive and strategy‑specific portfolio management on discretionary or non‑discretionary terms and produces bespoke research and reporting for clients.
Compared with many independent solo advisers, Noordzee Capital is unusual in its emphasis on institutional and pension plan work and in serving significant non‑U.S. clients while generally not targeting lower‑net‑worth retail individuals. The principal also operates a separate research and consulting practice and contributes sector‑focused market intelligence (including aviation/aerospace coverage), and the firm recently added retirement plan consulting to its service set.
Client services
Expertise
Occupation focus
Fee options
Fixed fees from $1,000 to $5,000 for standalone financial plans for individuals, up to $100,000 for ultra-high net worth individuals and institutional clients for various services
$0+: up to 2% of net assets under management or advisement $0+: up to 1% of net assets under advisement for retirement plan consulting
$350/hour
Account minimum: $100,000 Fee-only: Fees as a percentage of AUM/AUA (up to 2% or 1% depending on service), hourly fees at $350/hour, fixed fees ranging from $1,000 to $100,000 depending on service and client type
Main office
7200 Wisconsin Ave, Ste 500
Bethesda MD 20814
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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