# NAMCOA

NAMCOA is a RIA based in Mooresville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Mooresville, United States
- **Region:** North America
- **Address:** Naples, FL, United States
- **Founded:** 1982
- **Assets under management:** Undisclosed
- **Website:** namcoa.com

## Regulatory record

- **CRD number:** 133978
- **SEC file number:** 801-66945
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133978

## About

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 11 employees and 12 investment advisers.

## Sectors

- Real Estate
- Healthcare Services
- Enterprise Software
- Industrial Tech

## People

- John N. McIlwraith — Founder and Managing Director

## 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.

### 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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- [Cypress Path Capital](https://altss.com/profile/cypress-path-capital-llc)
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Last updated: 2026-07-06T01:24:21.796Z

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