NORTHROCK PARTNERS Overview

Northrock Partners Llc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 27 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 234MM in positions, representing 23% of the manager's regulatory AUM.

NORTHROCK PARTNERS StockAlpha

-3.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

NORTHROCK PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 24.97% ETF 1.56% 0% 0 29%
IWD 12.05% ETF 4.19% 0.32% 0 7%
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FEATURED IN
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NORTHROCK PARTNERS Founders and Key Employees

Name Title In Position Since
Ward D. Armstrong Managing Member & Chief Compliance Officer October-2013
James B. Lund Member & Vice President October-2013
Robert D. Nelson Managing Member October-2013

NORTHROCK PARTNERS Brokers, Custodians, Auditors and Administrators

Type Company

NORTHROCK PARTNERS Investment Strategy

Item 8. Client Contact with Portfolio Managers


There are no restrictions on clients’ ability to correspond with NorthRock’s portfolio managers. Clients can generally contact any Independent Managers managing their assets through NorthRock by providing the Firm with written request and identification of the questions or issues to be discussed with the Independent Managers. After receiving the client’s written request, NorthRock, at its sole discretion, may contact the Independent Managers for the client or arrange for the Independent Managers and the client to communicate directly.



Item 9. Additional Information


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NORTHROCK PARTNERS Portfolio Concentration

NORTHROCK PARTNERS Location

650 THIRD AVENUE SOUTH
SUITE 1500
MINNEAPOLIS, Minnesota
UNITED STATES, 55402

NORTHROCK PARTNERS Contact Information

Phone Number: (612) 367-8800
Fax Number: (612) 367-8886
Website:

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