LP Profile

NorthCape Wealth Management

Also known as northcape wealth

Wealth ManagerWilliamsville, United StatesFounded 2021
$518M
Assets Under Management
Williamsville
Headquarters
Investment Focus

About NorthCape Wealth Management

NorthCape Wealth Management is a wealth manager based in Williamsville, US. Founded in 2021. Reported AUM: 518 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to NorthCape Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$706.1M
Total Clients
1,394
Filing Date
April 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to NorthCape Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is NorthCape Wealth Management?

NorthCape Wealth Management is a wealth manager based in Williamsville, United States, managing approximately $518M in assets.

Where is NorthCape Wealth Management headquartered?

NorthCape Wealth Management is headquartered in Williamsville, United States.

How much does NorthCape Wealth Management manage?

NorthCape Wealth Management manages approximately $518M in assets under management.

When was NorthCape Wealth Management founded?

NorthCape Wealth Management was founded in 2021.

How can I contact NorthCape Wealth Management?

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