Investment adviser · CRD 300366
NORTHCREST ASSET MANAGEMENT
Investment adviser filing (IA)
NORTHCREST ASSET MANAGEMENT LLC
PLYMOUTH, MN, United States · Form ADV filed Jul 2, 2026
- Regulatory AUM
- $4.33B Form ADV · Item 5.F
- Client accounts
- 3,355 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $4,327,112,057 | 100.0% |
Filing source
Form ADV 2117353 · Jul 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 2, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Percentage of assets
Principal office
505 N HIGHWAY 169, SUITE 900PLYMOUTH, MN, 55441, United States
CRD 300366
Filing source
Form ADV 2117353 · Jul 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.