Asset ManagerRIA · CRD 119226SEC-Registered

Updated:

North Coast Asset Management

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

North Coast Asset Management

NORTH COAST ASSET MANAGEMENT, INC. is an SEC-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).

What types of investments does North Coast Asset Management make?

North Coast focuses on alternative asset classes including private credit, hedge funds, and infrastructure. It typically allocates capital through fund investments and direct co-investments.

Is North Coast Asset Management a single-family office or a multi-family office?

North Coast Asset Management is an SEC-registered investment adviser (RIA), not a family office. It serves institutional and high-net-worth clients.

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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