Norcross Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Norcross Capital Management provides discretionary portfolio management exclusively for individual and high-net-worth clients and does not offer financial planning or consulting services. The firm operates with a very small client base and assets under management, which results in highly individualized account handling and reporting arrangements.
The firm follows a value-oriented, absolute-return, bottom-up investment approach that is benchmark-agnostic and may include small- and micro-cap equities, concentrated portfolios, and opportunistic use of margin, short sales, and options. The portfolio manager invests alongside clients and typically holds the manager’s highest-conviction ideas as the largest positions across client accounts.
Distinctive operational features include a requirement that client accounts use Interactive Brokers for custody and execution and an absence of soft-dollar receipt or outside research arrangements. Norcross does not invest in cryptocurrencies, does not apply ESG criteria in its process, does not publish regular research reports, and issues an annual letter as its primary formal client communication.
Client services
Expertise
Fee options
1% of assets under management annually, calculated quarterly as 0.25% per quarter
Main office
South Chatham MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Norcross Capital Management LLC · Norcross Capital Management, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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