AUMdb

Noordzee Capital Llc

State-registered Investment Adviser CRD 332664 · Bethesda, MD · www.noordzeecapital.com
☆ Save with Pro ADV data as of Mar 06, 2026
Regulatory AUM
Discretionary
Clients
3
Avg AUM / client
Accounts
Employees
1

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 1
Pension and profit sharing plans 1
Corporations and other businesses 1

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Alexander Sidney Johannes Levy Registered representative CFA Nov 2024 (2y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/06/2026 1.02 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Other fees
  • PERCENTAGE OF ASSETS UNDER ADVISEMENT

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.

View current Form ADV (SEC/IAPD) ↗