Northcrest Asset Management LLC
● SEC registered since 2021CRD 300366SEC# 801-121227Plymouth, MN
Reg. AUM
$4.33B
Employees
12
Accounts
3,355
Location
Plymouth, MN
Northcrest Asset Management LLC assets under management
Northcrest Asset Management LLC operates as an SEC-registered investment adviser based in Plymouth, MN. The firm has been registered since 2021. It reports $4.3 billion in regulatory assets under management and employs 12 people.
Northcrest Asset Management LLC owners & executives
38 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frederick James Shideman Control | Chief Platform Officer And Chief Information Security Officer | Under 5% | 2021 |
| James Loren Cahn Control | Chair Of The Investment Committee And Chief Strategy Officer | Under 5% | 2021 |
| Jeffrey Thomas Harold Dekko Control | Chief Manager And President | Under 5% | 2021 |
| Joseph Alan Dieckhaus Control | Chief Compliance Officer | Under 5% | 2024 |
| Kelly Joseph Windorski Control | Chief Financial Officer And Treasurer | Under 5% | 2021 |
| Victoria Denaro Control | Assistant Secretary | Under 5% | 2026 |
| Wealth Enhancement Group, LLC Control | Sole Member | Over 75% | 2019 |
| William Henry Rice Control | Secretary | Under 5% | 2026 |
| Onex American Holdings Subco LLC Control | Owner | Over 75% | 2014 |
| Onex Capital V International GP LP Control | Owner | 25-50% | 2021 |
See all 38 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Northcrest Asset Management LLC manage?
Northcrest Asset Management LLC reports $4.3 billion in regulatory assets under management on its Form ADV.
How many employees does Northcrest Asset Management LLC have?
Northcrest Asset Management LLC reports 12 employees.
Where is Northcrest Asset Management LLC located?
Northcrest Asset Management LLC is based in Plymouth, MN and has been SEC-registered since 2021.
Does Northcrest Asset Management LLC disclose fund performance?
Northcrest Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 505 N Highway 169, Suite 900, Plymouth, MN 55441 |
| Phone | 763-417-1700 |
| Fax | 763-417-1701 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.33B▲ 50%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,306 advisers
EmployeesTop 35%
More than 65% of 16,824 advisers
Assets under management
$4.33Bregulatory AUM
Discretionary $4.33B