The NORTH CAPITAL is a publicly held investment adviser that advises $399.64mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. NORTH CAPITAL is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 85.52% over the last 5-years.
The Group has been registered with the SEC for 9.21 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 623 E FORT UNION BLVD. SUITE 101, SALT LAKE CITY, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 12 employees comprised of 6 investment and 6 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $399.64mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 11 other accounts. Assets of High Net Worth Individuals clients own $246.38mn or 61.65% of Total Assets and Investment Companies (IC) own $100.6mn or 25.17% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
NORTH CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.