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Asset ManagerRIA · CRD 119226State-Registered Investment Adviser

Updated:

North Coast Asset Management

NORTH COAST ASSET MANAGEMENT, INC. is a state-registered investment adviser in WINDSOR, CA. The firm manages approximately $16 million in regulatory assets.

Overview

NORTH COAST ASSET MANAGEMENT, INC. is a state-registered investment adviser in WINDSOR, CA. The firm manages approximately $16 million in regulatory assets. It has 3 employees and 2 investment advisers.

General information

Firm type

RIA

Year founded

1985

Location

Region

North America

Country

United States

City

Windsor

Corporate office

Cleveland, OH, United States

Principals

Gerard W. Heffernan

President and Chief Executive Officer

Sector focus

Private CreditHedge FundsInfrastructure

Frequently asked questions

Who runs North Coast Asset Management?

Gerard W. Heffernan has served as President and CEO of North Coast Asset Management since at least 2015. The firm was founded in 1985 (public record).

Where is North Coast Asset Management headquartered?

The firm is headquartered in Cleveland, Ohio, United States. It does not publicly list additional offices.

Does North Coast Asset Management disclose its AUM?

No, North Coast does not publicly disclose its assets under management.

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