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NORTHCREST ASSET MANAGEMENT
Legal name: NORTHCREST ASSET MANAGEMENT LLC
CRD 300366File 801-121227
APPROVED
Filing as of Jul 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.33B
Top 25% of cohort (national)
Discretionary AUM
$4.33B
Clients
0
3,355 accounts
Employees
12
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 14, 2021
- Principal office
- 505 N HIGHWAY 169, SUITE 900, PLYMOUTH, MN, 55441
- Phone
- 763-417-1700
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.33B
- Discretionary AUM
- $4.33B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,355
- Non-discretionary accounts
- 0
- Total accounts
- 3,355
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $4.33B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
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.