36 NORTH CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$2.7B
Discretionary
$0
0% of AUM
Avg account
$534M
Accounts
5
Employees
4
Advisory reps
3

Firm details

Headquarters
BENTONVILLE, Arkansas
CRD number
317557
Registered since
January 3, 2022
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 55%, Private Funds 18%, Exchange Traded Equities 11%, US Government Bonds 7%, Investment Grade Corp Bonds 5%, Derivatives 3%, Other 1%55%
  • Public Funds/Mutual Funds55%
  • Private Funds18%
  • Exchange Traded Equities11%
  • US Government Bonds7%
  • Investment Grade Corp Bonds5%

Owners & executives

1 of 1
  • Mark Fowler

    Chief Investment OfficerCRD 7463244

Contacts

2 of 2
  • CAROLYN KEATING

    Head of Private InvestmentsCRD 2606209

  • TYLER SENFLEBEN

    Investment AnalystCRD 6222308

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth