26north
Firm details
- Headquarters
- New York, New York
- CRD number
- 322923
- Registered since
- September 8, 2022
- Website
- 26n.com
- Custodians
- J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON, BANK OF AMERICA
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles52.84%
- Insurance Companies36.75%
- Other6.8%
- Corporations / Businesses2.89%
- Charitable Organizations0.72%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
26north is organized as a limited partnership that registers with the SEC and operates primarily with institutional clients. The firm functions as a multifaceted fund manager, running private equity and securitized-asset vehicles while also acting as a commodity pool operator/commodity trading advisor (CPO/CTA). Its advisory remit includes portfolio management for pooled investment vehicles and for businesses or institutions, plus selection of other advisers. 26north reports being an active ESG investor and employs a mix of fee arrangements, including percentage-of-AUM, fixed fees, and performance-based fees. The firm’s ownership is listed as a combination of a domestic entity and an individual, and it maintains affiliations that span other investment advisers, CPO/CTA activity, insurance-company relationships, and roles as sponsor or general partner of pooled vehicles. 26north became SEC-registered in 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other40%
- Investment Grade Corp Bonds32%
- Private Funds17%
- Cash & Cash Equivalents5%
- Exchange Traded Equities2%
Owners & executives
3 of 3
Robert Mcgann
Chief Financial OfficerCRD 4814733

Wendy Modlin
Partner and Chief Compliance OfficerCRD 6082121
Andrew Lerner
Managing Director, General Counsel and Chief Compliance OfficerCRD 5037855
Contacts
3 of 5
Joshua Harris
FounderCRD 1593925

Evan Zemsky
Senior PartnerCRD 5153749

Mark Weinberg
PartnerCRD 2904977
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 600 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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