NORTH BRANCH CAPITAL MANAGEMENT, L.P.

RIASEC RegisteredEst. 2020
Total AUM
$468M
Discretionary
$468M
100% of AUM
Avg account
$93.5M
Accounts
5
Employees
8
Advisory reps
5

Firm details

Headquarters
OAK BROOK, Illinois
CRD number
307344
Registered since
July 17, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

North Branch Capital Management, L.P. is a limited partnership that operates as a private equity fund and a manager of pooled investment vehicles. The firm is SEC-registered (2020) and serves institutional clients. Its business activities include acting as a sponsor, general partner, and managing member of pooled vehicles and it also operates in a commodity capacity (CPO/CTA) — indicating involvement in commodity-linked strategies alongside private fund management. Compensation is a mix of percentage-of-AUM and performance-based fees. North Branch is not identified as an active ESG investor and does not present itself as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • KEVIN BOCHENEK

    Chief Financial OfficerCRD 6625607

Contacts

3 of 4
  • DANIEL BAUMAN

    PartnerCRD 7127200

  • WILLIAM HUBER

    PartnerCRD 7125961

  • JONATHAN LEIMAN

    PartnerCRD 4005704

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OAK BROOK, IL

DU PAGE

Location

OAK BROOK, IL

Headquartered in OAK BROOK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
2215 York Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth