NORTH BRANCH CAPITAL MANAGEMENT, L.P.
Firm details
- Headquarters
- OAK BROOK, Illinois
- CRD number
- 307344
- Registered since
- July 17, 2020
- Website
- www.northbranchcap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
North Branch Capital Management, L.P. is a limited partnership that operates as a private equity fund and a manager of pooled investment vehicles. The firm is SEC-registered (2020) and serves institutional clients. Its business activities include acting as a sponsor, general partner, and managing member of pooled vehicles and it also operates in a commodity capacity (CPO/CTA) — indicating involvement in commodity-linked strategies alongside private fund management. Compensation is a mix of percentage-of-AUM and performance-based fees. North Branch is not identified as an active ESG investor and does not present itself as a multi-state adviser.
Assets & Accounts
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
Owners & executives
1 of 1KEVIN BOCHENEK
Chief Financial OfficerCRD 6625607
Contacts
3 of 4DANIEL BAUMAN
PartnerCRD 7127200
WILLIAM HUBER
PartnerCRD 7125961
JONATHAN LEIMAN
PartnerCRD 4005704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OAK BROOK, IL
DU PAGE
Location
OAK BROOK, IL
Headquartered in OAK BROOK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 2215 York Rd
- Time zone
- CT (UTC-6)
- Office locations
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