NorthCoast Asset Management offers portfolio management services through separately managed accounts, catering to both high-net-worth individuals and institutional clients. NorthCoast specializes in quantitative analysis and systematic investing, using researched models to capitalize on market factors. NorthCoast is indirectly owned by investment vehicles affiliated with Clayton, Dubilier & Rice, LLC and Stone Point Capital LLC through Focus Financial Partners, LLC.
Fee Structure
NorthCoast Asset Management charges fixed rate fees for individually managed accounts, determined on a case-by-case basis. Factors include the amount of assets managed and the complexity of services provided. Legacy clients pay asset-based strategy fees as specified in their agreements. Fees are charged quarterly in arrears based on the net assets in the client's account. Fees are potentially subject to negotiation.