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59 NORTH CAPITAL MANAGEMENT, LP

HOUSTON, TX · CRD 300258 · IAPD ↗ · (713) 955-4809

$7.50BRegulatory AUM
5Advisory reps
9Employees
4Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — 59 NORTH CAPITAL MANAGEMENT, LP reported RAUM up 78% ($4.22B -> $7.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2025 — 59 NORTH CAPITAL MANAGEMENT, LP reported RAUM up 71% ($2.47B -> $4.22B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
June 2024 — 59 NORTH CAPITAL MANAGEMENT, LP notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
June 2024 — 59 NORTH CAPITAL MANAGEMENT, LP moved its main office from NEW YORK, NY to HOUSTON, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
June 2024 — 59 NORTH CAPITAL MANAGEMENT, LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — 59 NORTH CAPITAL MANAGEMENT, LP reported RAUM up 129% ($1.08B -> $2.47B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.