NORTHLANE CAPITAL PARTNERS

RIASEC RegisteredEst. 2016
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$385M
Accounts
3
Employees
22
Advisory reps
1

Firm details

Headquarters
BETHESDA, Maryland
CRD number
285990
Registered since
December 6, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Northlane Capital Partners LLC is a private equity fund adviser that registered with the SEC in 2016. The firm serves as sponsor, general partner and managing member of pooled investment vehicles and provides portfolio management for those pooled vehicles rather than acting as a broad capital allocator. Its client base is institutional, and its compensation model combines a percentage-of-assets fee with performance-based fees. Filings identify the firm as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • TRAVIS NEUSCHELER

    Chief Financial Officer & Chief Compliance OfficerCRD 5797512

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

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
2 Bethesda Metro Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth