Sign in

You're signed outSign in or to get full access.

JD

Jim DeWolfe

Managing Partner at Northside Capital Management, LLC

Hood River, OR , United States

About

Jim DeWolfe is Managing Partner and Chief Investment Officer at Northside Capital Management, LLC, headquartered in Hood River, Oregon. He oversees all aspects of firm operations, including investment research, manager diligence, portfolio construction, risk management, and client service for institutions, family offices, foundations, trusts, estates, and ultra-high-net-worth individuals. Northside specializes in building sophisticated, customized portfolios utilizing a blend of traditional and alternative investments, with particular emphasis on value-added strategies and non-consensus opportunities across global asset classes, including equities, credit markets, and private equity.

Mr. DeWolfe brings more than three decades of institutional capital markets experience, having previously served as Partner and Head of Capital Markets at Thomas Weisel Partners, focusing on origination and distribution of corporate finance transactions in healthcare, consumer, and technology sectors, and as a senior desk head at Morgan Stanley specializing in fixed income, structured products, and asset-backed securities.

Jim DeWolfe holds a Bachelor's degree in Economics and Political Science from the University of Vermont and attended Deerfield Academy. His career reflects a strong expertise in portfolio design for risk-aware, long-term capital preservation and growth, and he is recognized for bringing institutional investment rigor and innovation to the private wealth sector, with Northside managing over $5 billion in client assets.

Career History

OrganizationRoleDate RangeDetails
Northside Capital Management, LLCManaging PartnerMay 2005 to Present
Jim joined Northside in 2005. Prior to joining Northside, Jim was Partner and Head of Capital Markets at Thomas Weisel Partners, the San Francisco based, growth-focused Investment Bank. Jim was also C...

Education

Deerfield Academy

1972 1975

University of Vermont

Bachelor's degree, Economics and Political Science

Skills & Expertise

Private Equity
Investments
Alternative Investments
Hedge Funds
Asset Management
Equities
Venture Capital
Portfolio Management
Mergers & Acquisitions
Valuation
Due Diligence
Capital Markets
Emerging Markets
Fixed Income
Asset Allocation
Customer Service
Investment Management
Research
Microsoft Excel
Mergers and Acquisitions
Sales

Others at Northside Capital Management, LLC (9)

NameRoleLocation
A
Alana Mag
Principal, Investment Research and Operational Due DiligenceSan Francisco, CA , United States
Diane Banta
Diane Banta
Senior Vice President, Investment ResearchKetchum, ID , United States
S
Scott Wisenbaker
PrincipalJackson, WY , United States
S
Stephani Hendricks
Principal, Client Relationship ManagerHood River, OR , United States
T
Tim Itin
PrincipalBasalt, CO , United States
Martha Mead
Martha Mead
Investment AnalystKetchum, ID , United States
Martha Morgenthau
Martha Morgenthau
Investment AnalystKetchum, ID , United States
M
Mo Cheston
PartnerSan Francisco, CA , United States
Steven Carroll
Steven Carroll
Principal, Chief Technology Officer, FinanceHood River, OR , United States

Similar Fund Managers

NameRoleFundLocation
Erich Patten
Erich Patten
Chief Investment Officer and Portfolio ManagerCutler Investment Counsel LLCKirkland, WA , United States
Matthew Patten
Matthew Patten
Chief Executive Officer/Portfolio ManagerCutler Investment Counsel LLCJacksonville, OR , United States