36 North Capital Management, LLC
● SEC registered since 2022CRD 317557SEC# 801-122931Bentonville, AR
Reg. AUM
$2.67B
Employees
4
Accounts
5
Location
Bentonville, AR
About 36 North Capital Management
36 North Capital is an independent investment manager for non-profit institutions and select high-net-worth individuals. Client work centers on asset allocation, manager research and selection, and client service, with customized portfolios matched to each client's risk tolerance and objectives. The firm stresses conviction investing, deep client partnership, and avoiding unnecessary fees and complexity in efficient markets.
Summary based on the firm’s website.
36 North Capital Management, LLC assets under management
36 North Capital Management, LLC is an investment advisory firm registered with the SEC based in Bentonville, AR. The firm has been registered since 2022. It reports $2.7 billion in regulatory assets under management and employs 4 people.
36 North Capital Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carolyn Anne Keating Control | Head Of Private Investments, Chief Operating Officer & Chief Financial Officer | 25-50% | 2021 |
| Mark Andrew Fowler Control | Chief Investment Officer, Chief Executive Officer & Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does 36 North Capital Management, LLC manage?
36 North Capital Management, LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does 36 North Capital Management, LLC have?
36 North Capital Management, LLC reports 4 employees.
Where is 36 North Capital Management, LLC located?
36 North Capital Management, LLC is based in Bentonville, AR and has been SEC-registered since 2022.
Does 36 North Capital Management, LLC disclose fund performance?
36 North Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 901 SE Village Loop, Suite 1, Bentonville, AR 72712 |
| Phone | 479-250-9540 |
| Office hours | 9a.m. -5:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.67B▲ 14%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,369 advisers
EmployeesTop 69%
More than 31% of 16,804 advisers
Assets under management
$2.67Bregulatory AUM
Discretionary $0Non-discretionary $2.67B