A complete list of active advisors currently associated with Northlake Capital Management, LLC

Warmer can help you find a great advisor at Northlake Capital Management, LLC or one who fits your needs even better.

Northlake Capital Management, LLC is an independent registered investment adviser that provides discretionary management of U.S.-listed equities, ADRs, and taxable and tax-exempt bonds for individuals, trusts, estates, individual retirement accounts and charitable organizations. The firm operates as a small advisory practice managing roughly $75 million for about 50 clients and does not offer standalone financial planning services. The firm combines fundamental and technical analysis and employs a mix of long-term holdings, short-term trades, active trading and option-writing, with portfolios tailored to clients’ stated objectives and risk parameters; accounts are generally managed on a discretionary basis. Northlake regularly publishes research commentary online, offers trade-signal products that reflect its investment strategies, and may use flat periodic fees for smaller or low-activity accounts. Distinctive features include an explicit acceptance of charitable organization clients, a client type that is relatively uncommon among similar independent firms, and operational practices that prioritize accounts custodied at a single institutional provider and allow block trading only for those custodied accounts. The firm’s managing member is a CFA charterholder and the brochure discloses personal trading policies, a written Code of Ethics, formal trade-error procedures and a seasonal non-profit role, all documented for prospective clients.

To learn more about the advisors currently working at Northlake Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Steven Birenberg	Bayfield, WI	29

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