Northcape Capital

RIASEC Registered
Total AUM
$12.3B
Discretionary
$12.2B
99% of AUM
Avg account
$473M
Accounts
26
Employees
33
Advisory reps
5

Firm details

Headquarters
Sydney New South Wales,
CRD number
332305
Registered since
February 28, 2025
Custodians
STATE STREET BANK AND TRUST COMPANY, NORTHERN OPERATING SERVICES PRIVATE LIMITED, JP MORGAN SECURITIES SERVICES, BNP PARIBAS SECURITIES CORP., CITI DIRECT CUSTODY AND CLEARING
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans34.14%
  • State / Municipal Government19.99%
  • Corporations / Businesses13.68%
  • Sovereign Wealth Funds13.63%
  • Other Investment Advisers10.94%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Northcape Capital is an institutional RIA that manages pooled investment vehicles and institutional mandates. The firm is SEC registered (2025) and serves an institutional client base under a fee model that combines a percentage of AUM with performance-based fees. Ownership is listed as a mix of a foreign entity and an individual. Northcape reports active integration of ESG considerations into its investment process and positions itself around liquid, equity-focused management rather than retail wealth-advisory activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Sean Cunningham

    Chief Operating OfficerCRD 7963350

Contacts

3 of 4
  • Craig Mccourtie

    Director, Portfolio ManagerCRD 7960353

  • Patrick Russel

    Portfolio Manager, DirectorCRD 7960356

  • Michael Ryan

    Managing DirectorCRD 7960364

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sydney New South Wales, null

Location

Sydney New South Wales, null

Headquartered in Sydney New South Wales, null.

Address
4553 Clarence St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth