Northleaf Capital Advisors Ltd.
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 Vehicles83.38%
- Other16.62%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Northleaf Capital Advisors Ltd. is a corporation registered with the SEC since 2007 that operates private equity fund strategies for institutional clients. The firm is owned by a mix of foreign and individual stakeholders and identifies itself as a private equity fund manager rather than a capital allocator. Its advisory services focus on running pooled investment vehicles and providing portfolio management for businesses or institutional investors. Compensation appears to combine asset-based fees with performance-linked fees. Northleaf does not describe itself as an active ESG investor and is not a multi-state adviser. Regulatory and business affiliations noted in filings include broker-dealer activity, other investment adviser roles, CPO/CTA relationships, trust and insurance company links, and sponsorship or GP/manager roles for pooled investment vehicles and limited partnerships.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1
Jeffrey Lucassen
Chief Financial Officer & Chief Operations OfficerCRD 4973522
Contacts
3 of 4
Katherine Gurney
General Counsel & CCOCRD 5638782

Stuart Waugh
Managing PartnerCRD 5416789

Michael Flood
Managing DirectorCRD 5417162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Toronto Ontario, null
Location
Toronto Ontario, null
Headquartered in Toronto Ontario, null.
- Address
- 40 King St W
- Office locations
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