501 North, LLC
● SEC registered since 2025CRD 338118SEC# 801-134954New York, NY
Ranks #4,466 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$329.4M
Fund GAV
$329.4M
Private funds
3
Employees
9
Accounts
3
Location
New York, NY
About 501 North
501 North Growth Equity provides growth capital to market-leading companies in enterprise technology and healthcare in North America. Typical targets have roughly $2 to $20 million in revenue, strong product-market fit, high gross margins, and a path to profitability, with minority equity investments generally in the $5 to $15 million range and board representation. The firm has partnered with management teams for more than 15 years to help companies scale.
Summary based on the firm’s website.
501 North, LLC assets under management
501 North, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2025. It reports $329.4 million in regulatory assets under management and employs 9 people. 501 North, LLC manages 3 private funds with combined gross assets of $329.4 million, including 501 North Fund II LP. By regulatory assets, it ranks 4,466 of 5,974 private fund managers.
501 North, LLC private funds
3 funds · $329.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| 501 North Fund II LP | Private Equity | $144.3M | $250K |
| 501 North Fund III LP | Private Equity | $132.8M | $250K |
| 501 North Private Equity Holdings LP | Private Equity | $52.3M | $25K |
501 North, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cynthia Teresa Perez Control | Coo | Under 5% | 2025 |
| Michael Alexander Spero Control | Cco | Under 5% | 2025 |
| Stifel Financial Corp. Control | Shareholder | Over 75% | 2025 |
Frequently asked questions
How much does 501 North, LLC manage?
501 North, LLC reports $329.4 million in regulatory assets under management on its Form ADV.
How many private funds does 501 North, LLC manage?
501 North, LLC manages 3 private funds with combined gross assets of $329.4 million.
How many employees does 501 North, LLC have?
501 North, LLC reports 9 employees.
Where is 501 North, LLC located?
501 North, LLC is based in New York, NY and has been SEC-registered since 2025.
Does 501 North, LLC disclose fund performance?
501 North, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 787 7th Avenue, New York, NY 10019 |
| Phone | (212) 887-7777 |
| Office hours | 8:00 a.m.-5:00p.m. Eastern |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$329.4MNo change
Mar '26Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,369 advisers
AUM vs fund managersTop 75%
Larger than 25% of 5,974 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 43%
More than 57% of 16,804 advisers
Assets under management
$329.4Mregulatory AUM
Discretionary $329.4M