Northcape Capital

RIASEC RegisteredEst. 2025

Total AUM

$10B

Discretionary

$9.9B

99% of AUM

Avg account

$383M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Sydney New South Wales,
CRD number: 332305
Registered since: February 28, 2025
Custodians: STATE STREET BANK AND TRUST COMPANY, JP MORGAN SECURITIES SERVICES, CITI DIRECT CUSTODY AND CLEARING
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pension & Profit Sharing Plans42.01%
State / Municipal Government17.5%
Corporations / Businesses16.72%
Other Investment Advisers11.91%
Pooled Investment Vehicles7.18%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Northcape Capital is registered as an institutional RIA and positions itself primarily as an advisor to institutional clients. The firm was registered with the SEC in 2025 and is owned by a combination of a foreign entity and an individual. Its advisory mandate includes portfolio management for pooled investment vehicles as well as for businesses and other institutions. Fee arrangements include a percentage-of-AUM component and performance-based fees, and the firm identifies itself as an active ESG investor.