General Info
Northlake Capital Management, LLC is an investment advisor specializing in managing equity portfolios for high net worth individuals. The founder, Steve Birenberg, leads the company with a focus on conservative investment strategies using ETFs and individual stocks. Their services include investment advisory for high net worth individuals, and they provide details on investment policy statements, third-party custody relationships, and monthly statements for clients.
Location:
Country: United States of America
Industries:
Investment Regions:
Investment Stages: pre-seed, seed
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🤖 AI Activity Report
Status: not-found
AI Reasoning: I searched Google and the firm’s website (Northlake Capital Management) and found it is an investment advisor for high-net-worth individuals, not a venture investor. No evidence of investments into startups or recent deal activity was found. Therefore, no investment activity could be located to determine recency. Default to not-found.
Angel activity thresholds:
Low Activity – Only known angel investments more than 12 months ago.
Active – Known angel investments between the last 12 and 6 months.
Very Active – Known angel investments in the last 6 months.
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