Northside Capital Management, LLC

Overview

Northside Capital Management, LLC is an independent private wealth investment manager based in Hood River, Oregon. The firm specializes in building sophisticated, forward-looking investment portfolios that encompass a diverse range of asset classes, including public and private equity, fixed income, socially responsible investments, alternative investments, and direct investments. Their clients include family offices, private foundations, trusts and estates, high-net-worth individuals, and taxable institutions. Northside Capital Management operates as an outsourced investment solution, designing tailored portfolios that align with each client's unique risk tolerance and objectives. The firm's investment strategy focuses on long-term value creation through active management and risk-adjusted returns. They emphasize fundamental analysis to identify underappreciated investment opportunities across various asset classes. Northside Capital Management offers comprehensive services such as risk assessment, asset allocation modeling, coordination with legal and tax advisors, portfolio tax and accounting management, and investment performance reporting. They also provide access to private equity opportunities and prioritize privacy, confidentiality, and security in their operations. In May 2024, Rosemont Investment Partners made a minority investment in Northside Capital Management to support the firm's independence and succession planning. This partnership aims to enhance the firm's stability and governance while maintaining its commitment to providing high-quality advice and service to clients. As of April 2025, Northside Capital Management managed approximately $5.8 billion in assets, reflecting its growth and the trust placed in its investment management capabilities.

Investment Focus

• High net worth individuals
• Family offices
• Private foundations
• Trusts and estates
• Taxable institutions

Portfolio Companies