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SEC Form ADV

NORTH BRANCH CAPITAL MANAGEMENT, L.P.

Firm profile: North Capital Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserILPrivate Equity
$467.5M
Assets Under Management
5
Total Clients
8
Employees
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Registration Details

Accession
CRD-307344
Location
OAK BROOK, IL
Filing Date
April 29, 2026
AUM
$467.5M
Total Clients
5
Institutional Clients
5
Employees
8
Amendment
No
SEC EDGAR
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Client Types

Pooled Investment Vehicles

Investment Strategies

Private Equity

Private Funds

5 private funds reported on Form ADV Schedule D 7.B.1, $467.4M in combined gross assets.

  • NORTH BRANCH CAPITAL FUND II, L.P.Private Equity Fund$270.8M
  • NORTH BRANCH CAPITAL FUND I, L.P.Private Equity Fund$177.4M
  • NORTH BRANCH CAPITAL FUND II SELECT, L.P.Private Equity Fund$8.0M
  • NB ALHI LLCPrivate Equity Fund$5.9M
  • NORTH BRANCH CAPITAL FUND I SELECT, L.P.Private Equity Fund$5.3M

About this Adviser

NORTH BRANCH CAPITAL MANAGEMENT, L.P. is a registered investment adviser headquartered in OAK BROOK, IL, managing approximately $467.5M in assets across 5 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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