Northleaf Capital Advisors Ltd.

RIASEC RegisteredEst. 2007

Total AUM

$585M

Discretionary

$585M

100% of AUM

Avg account

$146M

Accounts

Employees

156

Advisory reps

Firm details

Headquarters: Toronto Ontario,
CRD number: 145014
Registered since: October 5, 2007
Website: www.northleafcapital.com
Custodians: NORTHLEAF STRATEGIC CAPITAL GP LTD., NORTHLEAF CAPITAL PARTNERS, TD BANK
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles96.23%
Other3.77%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Northleaf Capital Advisors Ltd. is organized as a corporation and operates as a private equity fund manager/adviser. The firm has been SEC-registered since 2007 and serves primarily institutional clients. Its fee model combines a percentage-of-assets under management with performance-based fees. Ownership is identified as a mix of a foreign entity and individual ownership. The firm provides portfolio management for pooled investment vehicles and for business or institutional mandates. It is not positioned as a capital allocator to third‑party managers; rather, it sponsors and acts as a general partner/managing member of pooled vehicles. Industry affiliations reported include broker‑dealer, other investment adviser roles, CPO/CTA activity, trust company and insurance company links, and sponsor roles for limited partnerships and pooled vehicles. Northleaf Capital Advisors Ltd. does not report being an active ESG investor.