North Castle Partners, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.3B
Discretionary
$0
0% of AUM
Avg account
$120M
Accounts
11
Employees
13
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
158213
Registered since
March 12, 2012
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 Castle Partners, LLC is organized as a limited liability company and operates as a private fund manager focused on pooled investment vehicles. Registered with the SEC since 2012, the firm serves an institutional client base and performs portfolio management on behalf of its funds. It functions as sponsor and general partner/managing member of pooled investment vehicles rather than acting as a broad capital allocator. The firm's economic model follows private-fund conventions: management fees expressed as a percentage of assets under management plus performance-based compensation. North Castle does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Alyse Skidmore

    Alyse Skidmore

    Partner, CFOCRD 6018586

Contacts

2 of 2
  • Jonathan Canarick

    Jonathan Canarick

    Managing PartnerCRD 6631086

  • Charles Baird

    Charles Baird

    Managing PartnerCRD 6018585

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
49 W 27th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth