NORTH BRANCH CAPITAL MANAGEMENT, L.P.

other names
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Adviser Profile
As of Date 03/26/2024
Adviser Type - Large advisory firm
Number of Employees 9 28.57%
of those in investment advisory functions 8 33.33%
Registration SEC, Approved, 07/17/2020
Other registrations (1)
Former registrations

NORTH BRANCH CAPITAL MANAGEMENT, L.P.

AUM* 430,100,000 83.57%
of that, discretionary 430,100,000 83.57%
Private Fund GAV* 433,066,789 84.84%
Avg Account Size 71,683,333 22.38%
SMA’s No
Private Funds 6 2
Contact Info 630 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
244M 209M 174M 139M 104M 70M 35M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count6 GAV$433,066,789

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