36 NORTH CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- BENTONVILLE, Arkansas
- CRD number
- 317557
- Registered since
- January 3, 2022
- Website
- www.36northcapital.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Charitable Organizations100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
36 North Capital Management, LLC is a small, institutional-focused RIA that operates as a capital allocator and adviser. The firm is organized as an LLC and registered with the SEC in 2022. Its advisory mandate centers on portfolio management for both individual/small-business clients and business or institutional clients, plus pension consulting and selection of other advisers. Fee arrangements include both a percentage-of-AUM component and fixed fees. Investment activity is concentrated and managed on a non-discretionary basis, with a clear tilt toward using pooled public funds and mutual funds for core public-market exposure while sourcing third‑party alternative managers to fill out risk/return targets. The firm is not an active ESG investor and does not position itself as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds55%
- Private Funds18%
- Exchange Traded Equities11%
- US Government Bonds7%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1Mark Fowler
Chief Investment OfficerCRD 7463244
Contacts
2 of 2CAROLYN KEATING
Head of Private InvestmentsCRD 2606209
TYLER SENFLEBEN
Investment AnalystCRD 6222308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BENTONVILLE, AR
BENTON
Location
BENTONVILLE, AR
Headquartered in BENTONVILLE, AR, in the South of the United States.
- Region
- South
- County
- BENTON
- Address
- 901 SE Village Loop
- Time zone
- CT (UTC-6)
- Office locations
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