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NORTH BRANCH CAPITAL MANAGEMENT, L.P.

OAK BROOK, IL · CRD 307344 · IAPD ↗ · 630-782-1590

$467.5MRegulatory AUM
8Advisory reps
8Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2024 — NORTH BRANCH CAPITAL MANAGEMENT, L.P. grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2024 — NORTH BRANCH CAPITAL MANAGEMENT, L.P. reported RAUM up 84% ($234.3M -> $430.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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