North Atlantic Capital Corporation (Portland)

Name: North Atlantic Capital Corporation
Address: Two City Center, 5 Th Floor, Portland, ME, 04101
Telephone: 207-772-4470

North Atlantic Capital Corporation is a large advisory firm based in Portland. It manages $81.3 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Maine.

North Atlantic Capital Corporation provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

North Atlantic Capital Corporation: assets under management

The assets under management (AUM) of North Atlantic Capital Corporation is $81.3 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $81.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $40.65 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay North Atlantic Capital Corporation for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at North Atlantic Capital Corporation

David Mackay Coit has been acting as President since 1 Jan 1986. Matthew James Burns joined the executive team most recently as the Operating Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Mackay Coit	President	1 Jan 1986	75% - 100%	5163574
Kimberley Ann Niles	Chief financial officer and chief compliance officer	1 Jan 1997	Other	5163608
Mark Joseph Morrissette	Vice president	1 Jan 2000	Other	2766560
Matthew James Burns	Operating partner	1 Jan 2004	Other	5163598

Based in Portland

The principal office where North Atlantic Capital Corporation performs its advisory services is located at Two City Center, 5 Th Floor, Portland, ME 04101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 207-772-4470 or by fax 207-772-3257. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.northatlanticcapital.com.