NORTH BRANCH CAPITAL MANAGEMENT, L.P.

other names
  • NORTH BRANCH CAPITAL MANAGEMENT, L.P.

Adviser Profile
As of Date 03/25/2026
ADV Location OAK BROOK, IL, United States
Adviser Type - Large advisory firm
Number of Employees 8 14%
of those in investment advisory functions 8 14%
Registration SEC, Approved, 07/17/2020
Other registrations (1)
Former registrations

NORTH BRANCH CAPITAL MANAGEMENT, L.P.

AUM* 467,500,000 8%
of that, discretionary 467,500,000 8%
Private Fund GAV* 467,400,000 8%
Avg Account Size 93,500,000 30%
SMA’s No
Private Funds 5 1
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

Reported AUM

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$467,400,000

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