Rosemont has announced a minority investment in Northside Capital Management to enhance the firm's stability and independence while offering strategic guidance.

Target Information

Northside Capital Management, LLC, based in Hood River, Oregon, specializes in outsourced investment management for ultra-high-net-worth families, family offices, endowments, foundations, and tax-exempt entities. With a robust portfolio, Northside managed over $5.2 billion in assets at the close of 2023, showcasing its significant presence in the investment management landscape.

Founded in 1996, Northside has expanded its operations with additional offices in Ketchum, Idaho, and San Mateo, California. The firm is known for offering customized investment strategies that meet the unique needs of its diverse clientele, emphasizing personalized service and institutional-grade investment management.

Industry Overview

The asset and wealth management industry in the United States has shown a steady upward trajectory, particularly among independent firms that focus on serving high-net-worth clien