NORTH CASTLE PARTNERS, LLC

RIASEC RegisteredEst. 2012

Total AUM

$1.3B

Discretionary

0% of AUM

Avg account

$120M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 158213
Registered since: March 12, 2012
Website: www.northcastlepartners.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

North Castle Partners, LLC is organized as an LLC and operates as a private equity fund manager focused on institutional clients. The firm is SEC-registered (since 2012) and is owned by an individual. Its primary advisory activity is portfolio management for pooled investment vehicles, and it also serves as sponsor, general partner and managing member of those pooled vehicles. Fee arrangements combine a percentage-of-assets under management structure with performance-based fees. North Castle does not present itself as a capital allocator and is not identified as an active ESG investor.