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| North Branch Capital Management LP
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|---|---|
| CRD # | 307344 |
| SEC # | 801-119115 |
| CIK # | |
| AUM | 467.5 M (2026-04-29) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 630-782-1590 |
| Address | 2215 York Road, Suite 420 Oak Brook, IL 60523 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | NB ALHI LLC | 2026-03-25 | 5.9 M | |
| PE | North Branch Capital Fund II LP | [2024-03-26] | 270.8 M | |
| Filed 2023-06-26 (D) · Exemption 506(b), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | North Branch Capital Fund II Select LP | [2024-03-26] | 8.0 M | |
| Filed 2023-06-26 (D) · Exemption 506(b), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | North Branch Capital Fund I Select LP | [2020-06-23] | 5.3 M | |
| Filed 2020-06-12 (D) · Exemption 506(b), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | North Branch Capital Fund I LP | [2020-01-23] | 177.4 M | |
| Filed 2019-11-18 (D) · Exemption 506(b), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ALHI Holdings LLC | 2019-06-03 | 51.8 M | |
| PE | Circuit Check Holding Company LLC | 2019-06-03 | 0.5 M | |
| PE | Heartland Home Services Parent LLC | 2019-06-03 | ||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 467.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 467.5 |
| By Discretionary | ||
| Discretionary | 5 | 467.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 467.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 467.5 | |
| Total | 5 | 467.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| William Huber | Executive Officer | 8 | 2 | |
| Jonathan Leiman | Executive Officer | 7 | 2 | |
| Daniel Bauman | Executive Officer | 6 | 2 | |
| North Branch Capital Management LP | Executive Officer | 4 | 1 | |
| North Branch Capital Management GP LLC | Executive Officer | 4 | 1 | |
| North Branch Capital Partners GP I LP | Executive Officer | 2 | 1 | |
| North Branch Capital Partners GP II LLC | Executive Officer | 2 | 1 | |
| North Branch Capital Partners GP I LLC | Executive Officer | 2 | 1 | |
| Thomas Gaul | Executive Officer | 2 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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|---|---|---|
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