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NORTHSIDE CAPITAL MANAGEMENT LLC
CRD 107784File 801-56071
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.94B
Top 25% of cohort (national)
Discretionary AUM
$2.09B
Non-discretionary $4.85B
Clients
60
757 accounts
Employees
17
Top 10% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 7, 1998
- Principal office
- 116 3RD STREET, SUITE 313, HOOD RIVER, OR, 97031
- Phone
- 541-387-2080
- Website
- HTTP://WWW.NORTHSIDECAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.94B
- Discretionary AUM
- $2.09B
- Non-discretionary AUM
- $4.85B
- Discretionary accounts
- 370
- Non-discretionary accounts
- 387
- Total accounts
- 757
- AUM per client
- $115.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $6.94B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 43 | 60 | increased by17 |
| Apr 1, 2026 | AUM | $5,824,740,140 | $6,942,205,093 | increased by$1,117,464,953 |
| Apr 1, 2026 | Accounts | 516 | 757 | increased by241 |
| Feb 1, 2026 | Employees | 15 | 17 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 15 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 35 | 43 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,634,100,041 | $5,824,740,140 | increased by$190,640,099 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 483 | 516 | increased by33 |
| Apr 1, 2022 | Employees | 13 | 12 | decreased by1 |
| Apr 1, 2022 | Clients | 33 | 35 | increased by2 |
| Apr 1, 2022 | AUM | $5,843,784,476 | $5,634,100,041 | decreased by$209,684,435 |
| Apr 1, 2022 | Accounts | 478 | 483 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NORTHSIDE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NORTHSIDE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.