Northwest Criterion Asset Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$55,528,953
Clients
74
Advisors
2
of 3 employees
About
Northwest Criterion provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non‑discretionary portfolio management, financial planning, and occasional project‑based consulting, governed by formal advisory and custodial agreements.
The firm follows a value‑oriented approach that combines quantitative screening with fundamental analysis to balance potential return against volatility when constructing portfolios. Investment allocations may include individual equities and fixed‑income securities, mutual funds, ETFs, and the selective use of options and margin in both short‑ and long‑term strategies.
A distinctive feature is that Northwest Criterion publishes a client newsletter several times a year and provides quarterly account reports as part of its client communications, a practice that is uncommon among peers. The firm’s advisory process also reflects leadership with advanced academic training in mathematics and statistics, which it applies through its quantitative screening before applying fundamental research.
Client services
Expertise
Fee options
Ranges from $1,000 to $10,000 depending on service scope
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: Negotiable
Generally $350 per hour
Account minimum: $100,000
Main office
114 Commons Way
Princeton NJ 08540
Advisors at this office
2
Most active in
Illinois · New Jersey · New York · North Carolina · Pennsylvania · Texas
Also doing business as
Northwest Criterion Asset Management, L.L.C. · Northwest Criterion Asset Management, LLC
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
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.
Forms ADV
Advisors at this firm
Michael C
Series 66
Princeton, NJ
Northwest Criterion Asset Management, L.L.C.
Michael Camp is a financial advisor at Northwest Criterion Asset Management, L.L.C. in Princeton, NJ, holding a Series 66 designation with 22 years of industry experience. He has been with Northwest Criterion since 2004. Northwest Criterion provides discretionary portfolio management primarily for individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and corporate accounts. The firm employs a value-oriented investment approach that combines quantitative screening with fundamental analysis to manage portfolios tailored to client objectives and risk tolerance.
Charlotte C
Series 65
Princeton, NJ
Northwest Criterion Asset Management, L.L.C.
Charlotte Camp is a financial advisor at Northwest Criterion Asset Management, L.L.C. with one year of industry experience. She holds a Series 65 designation and has been with Northwest Criterion since 2022. Outside of her advisory role, she is involved with the Princeton Terrace Club. Northwest Criterion provides discretionary portfolio management primarily for individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and corporate accounts. The firm employs a value-oriented investment approach using quantitative screening followed by fundamental analysis to select a range of securities, managing most accounts on a discretionary basis according to client objectives and risk tolerance.
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