36 North Capital Management, LLC

RIASEC RegisteredEst. 2022

Total AUM

$2.7B

Discretionary

0% of AUM

Avg account

$534M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Bentonville, Arkansas
CRD number: 317557
Registered since: January 3, 2022
Website: www.36northcapital.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations100%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

36 North Capital Management, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2022. The firm identifies as a capital allocator serving an institutional client base and is owned by an individual. It charges clients on a percentage-of-AUM basis and also uses fixed-fee arrangements. Its advisory scope includes portfolio management for individuals and small businesses as well as for institutions and business clients, selection of other advisers, and pension consulting services. The firm does not identify as an active ESG investor and does not report multi-state adviser status on the provided filing.