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NORTHSIDE CAPITAL MANAGEMENT LLC
CRD 107784File 801-56071
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.