Single Family OfficeRIA · CRD 133978SEC-Registered

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NAMCOA

NAMCOA is an SEC-registered investment adviser in MOORESVILLE, NC, registered since 2006. The firm manages $362 million in assets, $349 million on a...

NAMCOA

NAMCOA is an SEC-registered investment adviser in MOORESVILLE, NC, registered since 2006. The firm manages $362 million in assets, $349 million on a discretionary basis. It has 12 employees and 12 investment advisers.

Website
namcoa.com

General information

Firm type

Single Family Office

Year founded

1982

Location

Region

North America

Country

United States

City

Mooresville

Corporate office

Naples, FL, United States

Principals

John N. McIlwraith

Founder and Managing Director

Sector focus

Real EstateHealthcare ServicesEnterprise SoftwareIndustrial Tech

Frequently asked questions

Who runs investment decisions at NAMCOA?

John N. McIlwraith serves as founder and managing director, and has run the office's investment activities since its formation in 1982. There is no public indication of an investment committee beyond McIlwraith himself. The office operates without a disclosed CIO, external advisors, or a formalized deal-by-committee process.

Where does NAMCOA's underlying wealth originate?

The capital traces to the 1982 sale of National Acme Company, a Cleveland-based manufacturer of automatic machine tools — specifically multi-spindle lathes and screw machines — that had operated for nearly a century. McIlwraith structured the proceeds into the family office that same year.

Is NAMCOA structured purely as a family office, or does it take outside capital?

All available evidence points to a single-family-office structure managing proprietary capital. NAMCOA does not market to external LPs, operate a registered investment-advisory business for third parties, or disclose any commingled fund vehicles. It is not known to syndicate deals to outside co-investors.

What is NAMCOA's known posture on direct investing versus fund commitments?

The office's observed activity suggests a strong preference for direct investing, both in private companies and tangible real estate assets. There is no public record of NAMCOA serving as a limited partner in venture-capital or private-equity funds, though the thin disclosure makes it impossible to rule out small, unreported fund commitments.

Which sectors does NAMCOA avoid?

NAMCOA has shown no interest in consumer-facing technology, media, or financial services. The portfolio's industrial tilt — coupled with Naples-centric real estate — creates a narrow aperture that excludes most software sub-sectors, pure-play biotech, and capital-intensive energy projects.

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