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Kehong Zhu

Northcoast Asset Management LLC

Greenwich, CT

CRD 7412603

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Employer firm

Northcoast Asset Management LLC CRD 282241

$4.97B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Northcoast Asset Management Llc

400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-01-06
  • CT RA
    APPROVED
    Since 2025-01-06

Branch Locations

One Greenwich Office Park, Greenwich, CT 06831 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northcoast Asset Management Greenwich CT 02/2013 10/2021
Connectus Wealth Greenwich CT 11/2021 06/2024
Kovitz Investment Group Partners, Llc Greenwich CT 06/2024 Present
  • 02/2013 → 10/2021
    Northcoast Asset Management
    Greenwich, CT
  • 11/2021 → 06/2024
    Connectus Wealth
    Greenwich, CT
  • 06/2024 → Present
    Kovitz Investment Group Partners, Llc
    Greenwich, CT
Previous Registrations
  • 2024-06-13 → 2024-12-31
    Northcoast Asset Management Llc
    Greenwich, CT
  • 2021-11-18 → 2024-07-25
    Connectus Wealth
    Greenwich, CT
  • 2021-09-09 → 2021-11-08
    Northcoast Asset Management Llc
    Greenwich, CT
Designations
  • Chartered Financial Analyst
Other Names
  • Julia Zhu

View on SEC IAPD

More in Greenwich, CT

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