36 North Capital Management is an investment management firm based in Bentonville, Arkansas, founded in 2011 and registered with the SEC. The firm specializes in providing customized investment management services—acting as an outsourced chief investment officer on a discretionary or non-discretionary basis—primarily to endowments, foundations, family offices, and select high-net-worth individuals. Rather than advising on individual stocks and bonds, 36 North employs a multi-manager approach, investing client assets through third-party institutional investment managers, separately managed accounts, and alternative investment funds across traditional and alternative asset classes. The firm's services encompass asset allocation, tactical positioning, portfolio re-balancing, and ongoing manager monitoring. Additionally, 36 North offers consulting services such as operational and investment diligence reviews on third-party managers. The firm is led by co-founders Mark Fowler and Carolyn Keating.
Fee Structure
36 North Capital Management offers investment management services using either a flat quarterly retainer or a percentage of managed assets. Fees are negotiated on a per-client basis depending on the amount invested, the complexity of your situation, the services provided, and whether the engagement is discretionary or non-discretionary. Discretionary arrangements typically cost more than non-discretionary ones, and alternative asset classes may incur higher fees than traditional assets. Fees are generally billed quarterly in advance. Please note that the firm generally requires a minimum investment of $50,000,000, though smaller portfolios may be accepted at their discretion.