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Alexander Levy

Advisor at Noordzee Capital LLC

Updated today
Noordzee Capital LLC logo

Firm

Noordzee Capital LLC

Location

Bethesda, MD 20814

Credentials

CFA®, Series 63

Industry experience

1 year

About

Alexander Levy is a CFA® charterholder and financial advisor at Noordzee Capital LLC with one year of industry experience. He manages operations and content for Jetway Intel LLC, a news media and market intelligence firm focused on the airline and aerospace industries, and leads Noordzee Consulting LLC, providing research and consulting services. Noordzee Capital serves institutional clients, employer retirement plans, family offices, and high-net-worth individuals, including a significant non-U.S. client base. The firm offers portfolio management, financial planning, retirement plan consulting, and advisory services using fundamental analysis supported by economic and technical tools.

Client services

Based on Noordzee Capital LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment research and financial analysis, investment advice, and industrial advice

Expertise

Based on Noordzee Capital LLC

Wealth management Active portfolio management Business sale tax planning

Occupation focus

Based on Noordzee Capital LLC

Founder/Business Owner Executive

Fee options

Fixed

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

Percentage

$0+: up to 2% of net assets under management or advisement $0+: up to 1% of net assets under advisement for retirement plan consulting

Project-based

$350/hour

Other

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

Location

7200 Wisconsin Ave, Ste 500

Bethesda, MD 20814

Most active in

Maryland

Work history

Noordzee Capital LLC

2024 - Present (2 years)

Jetway Intel LLC

2023 - Present (3 years)

Noordzee Consulting LLC

2020 - Present (6 years)

Vertrekt LLC

2019 - 2024 (5 years)

Noordzee Consulting LLC

2019 - 2020 (1 year)

N/a

2018 - 2019 (1 year)

Emmett Investment Management, LP

2018 - 2018 (1 year)

N/a

2018 - 2018 (1 year)

Pride technologies LLC

2017 - 2018 (1 year)

N/a

2017 - 2017 (1 year)

Arbiter Partners Capital Management, LLC

2016 - 2016 (1 year)

Columbia Business School

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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