North Branch Capital Management, L.P.

Fee-Only (% of Portfolio)

North Branch Capital Management provides investment management to private equity funds, focusing on investments in lower middle market growth companies. North Branch believes target companies possess difficult-to-replicate capabilities, strong customer relationships, and recurring revenue. One or more Principals of North Branch generally serve on portfolio company boards of directors or otherwise act to influence the management of these companies until the investment is exited.

Assets Under Management$430M
Clients6
AdvisorsN/A
Avg. per Client$72M
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 Branch Capital Management, L.P. | TrueAdvisor