Noordzee Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
1
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$0
About
Noordzee Capital provides advisory services to institutional clients, employer retirement plans, family offices, and high‑ and ultra‑high‑net‑worth individuals, and maintains a material non‑U.S. client base. The firm’s services include portfolio management, financial planning, retirement plan consulting, and advice on capital structure, industrial strategy, and mergers and acquisitions.
The firm’s investment work is grounded primarily in fundamental analysis, augmented by economic and, where appropriate, technical tools, and may employ derivatives, ETFs, mutual funds, and alternative vehicles. It offers both comprehensive and strategy‑specific portfolio management on discretionary or non‑discretionary terms and produces bespoke research and reporting for clients.
Compared with many independent solo advisers, Noordzee Capital is unusual in its emphasis on institutional and pension plan work and in serving significant non‑U.S. clients while generally not targeting lower‑net‑worth retail individuals. The principal also operates a separate research and consulting practice and contributes sector‑focused market intelligence (including aviation/aerospace coverage), and the firm recently added retirement plan consulting to its service set.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Investment research and financial analysis, investment advice, and industrial advice
Investment research and financial analysis, investment advice, and industrial advice
Expertise
Wealth management
Active portfolio management
Business sale tax planning
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed fees from $1,000 to $5,000 for standalone financial plans for individuals, up to $100,000 for ultra-high net worth individuals and institutional clients for various services
$0+: up to 2% of net assets under management or advisement $0+: up to 1% of net assets under advisement for retirement plan consulting
$350/hour
Account minimum: $100,000 Fee-only: Fees as a percentage of AUM/AUA (up to 2% or 1% depending on service), hourly fees at $350/hour, fixed fees ranging from $1,000 to $100,000 depending on service and client type
Main office location
Noordzee Capital LLC
7200 Wisconsin Ave, Ste 500
Bethesda MD 20814, United States
Number of offices
2
Most active in
Noordzee Capital LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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