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26NORTH DIRECT LENDING

NEW YORK, NY · CRD 323152 · IAPD ↗ · 26n.com · 212-257-5220

$2.65BRegulatory AUM
83Advisory reps
142Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2026 — 26NORTH DIRECT LENDING grew from 59 to 83 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2025 — 26NORTH DIRECT LENDING reported RAUM up 37% ($1.70B -> $2.34B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2025 — 26NORTH DIRECT LENDING grew from 35 to 59 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
72
April 2024 — 26NORTH DIRECT LENDING grew from 23 to 35 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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