Northside Capital Management, LLC
Northside Capital Management, LLC is a U.S.-based SEC-registered investment adviser headquartered in Hood River, Oregon. The firm was founded in 2011 and manages approximately $5.8 billion in assets as of April 2025. Northside primarily serves high net worth individuals, managing their portfolios with a focus on long-term value creation. The firm employs around 15 professionals, nearly half of whom are dedicated investors. Northside is incorporated in Delaware and offers sophisticated portfolio management and investment advisory services.
Investment Strategy
Northside Capital Management constructs forward-looking, sophisticated investment portfolios for high net worth individuals, centered on value-added strategies and a diverse mix of global securities. The firm's approach emphasizes long-term value creation, active management, and risk-adjusted returns, with a strong focus on fundamental analysis and identifying underappreciated investment opportunities across asset classes. Northside aims to preserve and grow client capital by combining internal research with disciplined portfolio construction and may include equities, fixed income, and selective alternative investments in client portfolios.
Top Holdings
Equity Positions (195)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DVY | ISHARES TR | 8.56% | $93.7M | 659,657 | $86.38 | $142.10 | +$3.0M |
G GLD | SPDR GOLD TR | 5.59% | $61.3M | 172,338 | $303.44 | $355.47 | +$3.1M |
E EPD | ENTERPRISE PRODS PARTNERS L | 4.41% | $48.3M | 1,543,396 | $31.01 | $31.27 | +$634.0K |
T TXN | TEXAS INSTRS INC | 3.98% | $43.6M | 237,137 | $55.82 | $183.73 | -$5.7M |
E ET | ENERGY TRANSFER L P | 3.25% | $35.6M | 2,074,617 | $18.04 | $17.16 | +$1.4M |
Industry Allocation
Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Vice President, Investment Research | Ketchum, ID , United States | |
S Scott Wisenbaker | Principal | Jackson, WY , United States | |
T Tim Itin | Principal | Basalt, CO , United States | |
 | Investment Analyst | Ketchum, ID , United States | |
M Mo Cheston | Partner | San Francisco, CA , United States |