North Branch Capital Management, L.P.
● SEC registered since 2020CRD 307344SEC# 801-119115Oak Brook, IL
Ranks #3,994 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$467.5M
Fund GAV
$467.4M
Private funds
5
Employees
8
Accounts
5
Location
Oak Brook, IL
North Branch Capital Management, L.P. assets under management
North Branch Capital Management, L.P. is an SEC-registered investment adviser based in Oak Brook, IL. The firm has been registered since 2020. It reports $467.5 million in regulatory assets under management and employs 8 people. North Branch Capital Management, L.P. manages 5 private funds with combined gross assets of $467.4 million, including North Branch Capital Fund II, L.P. By regulatory assets, it ranks 3,994 of 6,004 private fund managers.
North Branch Capital Management, L.P. private funds
5 funds · $467.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| North Branch Capital Fund II, L.P. | Private Equity | $270.8M | — |
| North Branch Capital Fund I, L.P. | Private Equity | $177.4M | — |
| North Branch Capital Fund II Select, L.P. | Private Equity | $8M | — |
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Join to unlock · $37/moNorth Branch Capital Management, L.P. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Brian Bauman Control | Limited Partner | 10-25% | 2019 |
| Jonathan Eric Leiman Control | Limited Partner | 25-50% | 2019 |
| Kevin Thomas Bochenek Control | Chief Compliance Officer/Chief Financial Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does North Branch Capital Management, L.P. manage?
North Branch Capital Management, L.P. reports $467.5 million in regulatory assets under management on its Form ADV.
How many private funds does North Branch Capital Management, L.P. manage?
North Branch Capital Management, L.P. manages 5 private funds with combined gross assets of $467.4 million.
How many employees does North Branch Capital Management, L.P. have?
North Branch Capital Management, L.P. reports 8 employees.
Where is North Branch Capital Management, L.P. located?
North Branch Capital Management, L.P. is based in Oak Brook, IL and has been SEC-registered since 2020.
Does North Branch Capital Management, L.P. disclose fund performance?
North Branch Capital Management, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2215 York Road, Suite 420, Oak Brook, IL 60523 |
| Phone | 630-782-1590 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$467.5M▲ 9%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
AUM vs fund managersTop 67%
Larger than 33% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$467.5Mregulatory AUM
Discretionary $467.5M
Service providers
Auditor
Custodian