North Castle Partners, LLC

Fee-Only (% of Portfolio)

North Castle Partners provides investment supervisory services to its clients, which are private funds affiliated with North Castle. These funds generally invest in small-cap consumer companies within the healthy, active, and sustainable living sectors. North Castle screens and evaluates investment proposals, conducts due diligence, and monitors the management and operations of portfolio companies. North Castle does not make the final investment decisions; the general partner of each fund does.

Assets Under Management$1.8B
Clients11
AdvisorsN/A
Avg. per Client$160M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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North Castle Partners, LLC | TrueAdvisor