Advisor at Northlake Capital Management, LLC
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Location
Bayfield, WI
Credentials
CFA®, Series 65
Industry experience
28 years
Steven Birenberg is a CFA® charterholder with 28 years of industry experience. He has been with Northlake Capital Management, LLC since 2004 and previously worked at Entermedia Funds for 12 years. Outside of his advisory role, he serves as Co-Head of Security for the Lake Superior Big Top Chautauqua, an entertainment venue in Bayfield, WI. Northlake Capital Management provides discretionary portfolio management and investment consulting to individual investors, trusts, estates, retirement plans, and charitable organizations. The firm focuses on U.S. equities and fixed income securities, combining fundamental and technical analysis with a range of trading strategies, and offers research and subscription products alongside its management services.
Based on Northlake Capital Management, LLC
$15 to $1,500 per quarter depending on account size and expected activity (typically for accounts under $250,000)
$0 - $5,000,000: up to 1% annually $5,000,001+: lower negotiated fee
Bayfield, WI
Illinois · Wisconsin
Entermedia Funds
2009 - 2021 (12 years)
Northlake Capital Management, LLC
2004 - Present (22 years)
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