26north Direct Lending

RIASEC RegisteredEst. 2022

Total AUM

$2.6B

Discretionary

$2.6B

100% of AUM

Avg account

$2.6B

Accounts

Employees

142

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 323152
Registered since: October 4, 2022
Website: 26n.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Business Development Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

26north Direct Lending is a limited partnership that registers as an institutional RIA and targets institutional clients. The firm registered with the SEC in 2022. Its ownership is listed as a combination of a domestic entity and an individual. Business activities include operating as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for investment companies, and its industry affiliations reflect roles as an investment adviser, CPO/CTA, insurance company counterparty, and sponsor/GP/managing member of pooled investment vehicles. Fee arrangements combine a percentage-of-AUM structure with performance-based fees. The firm is not classified as an active ESG investor and is not a multistate adviser.

Assets & Accounts

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3

Wendy Modlin
Partner and Chief Compliance OfficerCRD 6082121
Robert Mcgann
Chief Financial OfficerCRD 4814733
Andrew Lerner
Managing Director, General Counsel and Chief Compliance OfficerCRD 5037855