North Branch Capital Management, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Oak Brook, IL. Its latest Form ADV filing, dated April 29, 2026, reports $468M in regulatory assets under management, 8 employees, and 5 accounts.
Assets Under Management
$468M
Employees
8
Offices
--
Total Clients
5
Primary office
OAK BROOK, IL
2215 YORK ROAD, SUITE 420, OAK BROOK, IL, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$468Mas of April 29, 2026
Discretionary100.0%
$468M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$468M
Total Accounts5
10Y AUM Change+$224M (+91.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee1:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.