Noah Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,300,000
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Noah Investment Management provides discretionary investment management through separate accounts to individuals, trusts, estates, nonprofit organizations, corporations, and other entities. Unlike many managers in its regulatory category, the firm accepts individual (non‑high‑net‑worth) clients and generally requires a $30,000 opening investment (the minimum may be waived).
The firm employs bottom‑up fundamental analysis and a value‑oriented, long‑term strategy, seeking companies with attractive underlying economic value, sensible capital allocation, and other specific characteristics; it typically holds concentrated portfolios of about 5–20 securities and may use shorter‑term tactical allocations. Each account is managed to an individualized Statement of Investment Policy that addresses return objectives, risk tolerance, liquidity, time horizon, tax and legal restrictions, and unique circumstances.
Noah manages a modest asset base (about $3.14 million) on a discretionary basis, does not participate in wrap fee programs or charge performance‑based fees, and uses qualified outside custodians while maintaining a formal Code of Ethics. The firm’s lead portfolio manager has passed all three levels of the CFA exams and the Series 65 and brings prior technical engineering experience; the firm also discloses practices such as pre‑clearing personal trades and aggregating client orders to address conflicts of interest.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$50,000+: 1.0% per annum of account value under $50,000 - $49,999: $500 fixed annual fee
Account minimum: $30,000 minimum to open an account, may be waived at Noah's discretion Minimum fee: $500 per annum for accounts under $50,000 Fee-only: Investment management fee charged as fixed fee for accounts under $50,000 or percentage of assets for accounts $50,000 and above
Main office location
Noah Investment Management, LLC
Bellevue WA, United States
Number of offices
1
Most active in
Noah Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
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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