NORTH BRANCH CAPITAL MANAGEMENT, L.P.

2215 York Road, Suite 420
Oak Brook, Illinois 60523
Tel: 630-782-1590

About NORTH BRANCH CAPITAL MANAGEMENT, L.P.

NORTH BRANCH CAPITAL MANAGEMENT, LP, formally registered with the SEC as NORTH BRANCH CAPITAL MANAGEMENT, LP. The firm was established in 07/17/2020. They have over 1 offices throughout the country.

NORTH BRANCH CAPITAL MANAGEMENT, L.P. is a Oak Brook, Illinois based Financial Planning firm with nearly $430,100,000 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307344
SEC#	801-119115
Assets Managed by Firm	$430,100,000
No. of Clients	6
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$430,100,000

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