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| Happy Holidays!! thanks for using AUM13F!! |
| North Branch Capital Management LP
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| CRD # | 307344 |
| SEC # | 801-119115 |
| CIK # | |
| AUM | $432.2 M (2025-06-06) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 630-782-1590 |
| Address | 2215 York Road, Suite 420 Oak Brook, IL 60523 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | North Branch Capital Fund II LP | [2024-03-26] | 0.0 | 230.1 |
| PE | North Branch Capital Fund II Select LP | [2024-03-26] | 0.0 | 6.8 |
| PE | North Branch Capital Fund I Select LP | [2020-06-23] | 0.0 | 5.2 |
| PE | North Branch Capital Fund I LP | [2020-01-23] | 0.0 | 137.9 |
| PE | ALHI Holdings LLC | 2019-06-03 | 51.8 | |
| PE | Circuit Check Holding Company LLC | 2019-06-03 | 0.5 | |
| PE | Heartland Home Services Parent LLC | 2019-06-03 | 0.0 |
| 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 | 6 | 432.2 |
| (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 | 6 | 432.2 |
| By Discretionary | ||
| Discretionary | 6 | 432.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 432.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 432.2 | |
| Total | 6 | 432.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| William Huber | 8 | ||
| Jonathan Leiman | 7 | ||
| Daniel Bauman | 6 | ||
| North Branch Capital Management LP | 4 | ||
| North Branch Capital Management GP LLC | 4 | ||
| North Branch Capital Partners GP I LP | 2 | ||
| North Branch Capital Partners GP II LLC | 2 | ||
| North Branch Capital Partners GP I LLC | 2 | ||
| Thomas Gaul | 2 |
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|---|---|---|
|
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TX | 0.4 |
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0.4 | |
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King River Capital Management PTY Ltd
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0.4 | |
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0.4 | |
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CT | 0.4 |