NORTHCREST ASSET MANAGEMENT LLC
C28
CRD 300366·SEC 801-121227·PLYMOUTH, MN
AUM
$4.33B
$1B+
Est. Revenue
$43.3M
@ 1% on AUM
Est. EBITDA
$13.0M
@ 30% margin
Est. Deal Value
$103.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $2.03B
'23 · $2.17B
'25 · $2.88B
'26 · $4.33B
'22'26
$2.03B → $4.33B▲ +113%
Client mix
—
Operations
Advisory staff (5-yr trend)
'22 · 6 advisors
'23 · 13 advisors
'25 · 6 advisors
'26 · 6 advisors
'22'26
6 advisors → 6 advisors▬ 0%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.