Individual
EntityNORTHSIDE EMPLOYEE HOLDINGS, LLCStatusMANAGER; CLASS V MEMBERReported since05/2019Ownership75% or moreControl personYes
Northside Capital Management LLC
HOOD RIVER, OR
Form ADV and provider website profile · CRD 107784 · regulatory data as of Mar 30, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Northside Capital Management LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$6.9BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
757Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$2.1BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$4.9BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 05/2004
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 05/2019
- Type
- Domestic entity
- Control person
- No
- Ownership
- 10% but less than 25%
- Reported since
- 04/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 04/2024
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 04/2024
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 04/2024
- Type
- Individual
- Control person
- No
- Ownership
- 25% but less than 50%
- Reported since
- 04/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| John Hugh Phillips | Chief Compliance Officer | 05/2004 | Individual | Yes | Less than 5% |
| Donald James Dewolfe | Co-Trustee Dewolfe Trust | 04/2024 | Individual | Yes | 25% but less than 50% |
| Llc Northside Employee Holdings | Class B Member | 05/2019 | Domestic entity | No | 10% but less than 25% |
| Morris Cheston | Director | 04/2024 | Individual | Yes | 5% but less than 10% |
| Llc Rosemont Investment Group | Class A Member Director | 04/2024 | Domestic entity | Yes | 25% but less than 50% |
| Dewolfe Trust | Class A Member | 04/2024 | Domestic entity | Yes | 25% but less than 50% |
| Eva Betty Dewolfe | Co-Trustee Dewolfe Trust | 04/2024 | Individual | No | 25% but less than 50% |
| Donald James Dewolfe | Director | 04/2024 | Individual | Yes | 25% but less than 50% |
Indirect Ownership
Source: Form ADVDomestic entity
EntityROSEMONT INVESTMENT GROUP, LLCStatusMEMBERReported since06/2018Ownership75% or moreControl personYes
Domestic entity
EntityMARKEL VENTURES, INC.StatusMEMBERReported since11/2005Ownership75% or moreControl personYes
Owners & Executives
Source: Form ADVJH
John Hugh Phillips
Chief Compliance Officer
MC
Morris Cheston
Director
DJ
Donald James Dewolfe
Director
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives8
Indirect ownership records3
Regulatory statusSEC registered investment adviser
SEC registration dateDec 7, 1998
CRD number107784