Updated:
NorthCapital
NorthCapital is an SEC-registered investment adviser in Salt Lake City, UT, registered since 2017. The firm manages $366 million in assets, with $343 million...
Overview
NorthCapital is an SEC-registered investment adviser in Salt Lake City, UT, registered since 2017. The firm manages $366 million in assets, with $343 million on a discretionary basis. It has 12 employees and 6 investment advisers. NORTH CAPITAL was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-05-05, it reported 12 employees; 550 advisory accounts; services including Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Portfolio management for investment companies; client categories including Banking or thrift institutions, Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Investment companies, Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Salt Lake City
Corporate office
Denver, CO, United States; Copenhagen, Denmark
Frequently asked questions
Who manages investment decisions at NorthCapital?
NorthCapital does not publicly disclose its investment committee or individual portfolio managers. The firm's leadership team is unknown from public sources.
What does NorthCapital invest in?
NorthCapital invests across private equity, real estate, and public securities, with a preference for direct investments and co-investments. The firm covers both North American and European markets.
How does NorthCapital source deals?
With offices in Denver and Copenhagen, NorthCapital sources deals through its own network and relationships in both regions. The firm's sourcing model is not publicly detailed.
What is NorthCapital's AUM?
NorthCapital does not publicly report its assets under management. The firm's scale remains undisclosed.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: