NORTHSIDE CAPITAL MANAGEMENT LLC
CRD #107784 SEC #801-56071 HOOD RIVER, OR 541-387-2080
SEC Registered
Total AUM
$5.8B
Discretionary
$3.1B
Employees
15
Clients
--
Accounts
516
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2025
- Branch Offices
- 3
- LEI
- 94-3238392
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, JOHN, HUGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | E | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | E | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | E | Control |
| BUNCH, JEFFREY, ROY | I | PRESIDENT | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | D | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | D | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | D | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | D | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | D | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | D | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | D | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | D | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | D | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | D | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | D | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | D | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | D | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | D | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | D | Control |
| DEWOLFE TRUST | DE | CLASS A MEMBER | C | Control |
| DEWOLFE TRUST | DE | CLASS A MEMBER | C | Control |
| DEWOLFE TRUST | DE | CLASS A MEMBER | C | Control |
| DEWOLFE TRUST | DE | CLASS A MEMBER | C | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | C | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | C | Control |
| DEWOLFE, DONALD, JAMES | I | MANAGING MEMBER | C | Control |
| DEWOLFE, DONALD, JAMES | I | CO-TRUSTEE DEWOLFE TRUST | C | Control |
| DEWOLFE, DONALD, JAMES | I | DIRECTOR | C | Control |
| DEWOLFE, DONALD, JAMES | I | CO-TRUSTEE DEWOLFE TRUST | C | Control |
| DEWOLFE, DONALD, JAMES | I | DIRECTOR | C | Control |
| DEWOLFE, DONALD, JAMES | I | CO-TRUSTEE DEWOLFE TRUST | C | Control |
| DEWOLFE, DONALD, JAMES | I | DIRECTOR | C | Control |
| DEWOLFE, DONALD, JAMES | I | CO-TRUSTEE DEWOLFE TRUST | C | Control |
| DEWOLFE, DONALD, JAMES | I | DIRECTOR | C | Control |
| Dewolfe, Eva, Betty | I | CO-TRUSTEE DEWOLFE TRUST | C | |
| Dewolfe, Eva, Betty | I | CO-TRUSTEE DEWOLFE TRUST | C | |
| Dewolfe, Eva, Betty | I | CO-TRUSTEE DEWOLFE TRUST | C | |
| Dewolfe, Eva, Betty | I | CO-TRUSTEE DEWOLFE TRUST | C | |
| MELKONIAN, DANIEL | I | MANAGING MEMBER | C | Control |
| MELKONIAN, DANIEL | I | MANAGING MEMBER | C | Control |
| MELKONIAN, DANIEL | I | MANAGING MEMBER | C | Control |
| NORTHSIDE EMPLOYEE HOLDINGS, LLC | DE | NORTHSIDE CAPITAL MANAGEMENT, LLC - EMPLOYEE INCENTIVE EQUITY PLAN | C | |
| NORTHSIDE EMPLOYEE HOLDINGS, LLC | DE | NORTHSIDE CAPITAL MANAGEMENT, LLC - EMPLOYEE INCENTIVE EQUITY PLAN | C | |
| NORTHSIDE EMPLOYEE HOLDINGS, LLC | DE | NORTHSIDE CAPITAL MANAGEMENT, LLC - EMPLOYEE INCENTIVE EQUITY PLAN | C | |
| NORTHSIDE EMPLOYEE HOLDINGS, LLC | DE | NORTHSIDE CAPITAL MANAGEMENT, LLC - EMPLOYEE INCENTIVE EQUITY PLAN | C | |
| NORTHSIDE EMPLOYEE HOLDINGS, LLC | DE | NORTHSIDE CAPITAL MANAGEMENT, LLC - EMPLOYEE INCENTIVE EQUITY PLAN | C | |
| NORTHSIDE EMPLOYEE HOLDINGS, LLC | DE | NORTHSIDE CAPITAL MANAGEMENT, LLC - EMPLOYEE INCENTIVE EQUITY PLAN | C | |
| NORTHSIDE EMPLOYEE HOLDINGS, LLC | DE | NORTHSIDE CAPITAL MANAGEMENT, LLC - EMPLOYEE INCENTIVE EQUITY PLAN | C | |
| NORTHSIDE EMPLOYEE HOLDINGS, LLC | DE | NORTHSIDE CAPITAL MANAGEMENT, LLC - EMPLOYEE INCENTIVE EQUITY PLAN | C | |
| NORTHSIDE EMPLOYEE HOLDINGS, LLC | DE | NORTHSIDE CAPITAL MANAGEMENT, LLC - EMPLOYEE INCENTIVE EQUITY PLAN | C | |
| NORTHSIDE EMPLOYEE HOLDINGS, LLC | DE | NORTHSIDE CAPITAL MANAGEMENT, LLC - EMPLOYEE INCENTIVE EQUITY PLAN | C | |
| ROSEMONT INVESTMENT GROUP, LLC | DE | CLASS A MEMBER DIRECTOR | C | Control |
| ROSEMONT INVESTMENT GROUP, LLC | DE | CLASS A MEMBER DIRECTOR | C | Control |
| ROSEMONT INVESTMENT GROUP, LLC | DE | CLASS A MEMBER DIRECTOR | C | Control |
| ROSEMONT INVESTMENT PARTNERS, LLC | DE | CLASS A MEMBER DIRECTOR | C | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | C | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | C | Control |
| SLOCUM, JEFFREY, CHARLES | I | MANAGING MEMBER | C | Control |
| SLOCUM, JEFFREY, CHARLES | I | PRINCIPAL | C | Control |
| NORTHSIDE EMPLOYEE HOLDINGS, LLC | DE | CLASS B MEMBER | B | |
| NORTHSIDE EMPLOYEE HOLDINGS, LLC | DE | CLASS B MEMBER | B | |
| NORTHSIDE EMPLOYEE HOLDINGS, LLC | DE | CLASS B MEMBER | B | |
| NORTHSIDE EMPLOYEE HOLDINGS, LLC | DE | CLASS B MEMBER | B | |
| CHESTON, MORRIS | I | DIRECTOR | A | Control |
| CHESTON, MORRIS | I | DIRECTOR | A | Control |
| CHESTON, MORRIS | I | DIRECTOR | A | Control |
| CHESTON, MORRIS | I | DIRECTOR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DEWOLFE, DONALD, JAMES | I | NORTHSIDE EMPLOYEE HOLDINGS, LLC | E | Control |
| DEWOLFE, DONALD, JAMES | I | NORTHSIDE EMPLOYEE HOLDINGS, LLC | E | Control |
| MARKEL GROUP, INC. | DE | MARKEL VENTURES, INC. | E | Control |
| MARKEL GROUP, INC. | DE | MARKEL VENTURES, INC. | E | Control |
| MARKEL VENTURES, INC. | DE | ROSEMONT INVESTMENT GROUP, LLC | E | Control |
| MARKEL VENTURES, INC. | DE | ROSEMONT INVESTMENT PARTNERS, LLC | E | Control |
Registrations
Federal
IA
Apr 30, 2025 REGISTERED
Notice Filings (9)
CA FL ID MN NH NY OR PA TX
Address
116 3RD STREET, SUITE 313HOOD RIVER, OR 97031
United States
Phone: 541-387-2080