Private EquityRIA · CRD 111257SEC-Registered

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North Point Holdings

North Point Holdings is an SEC-registered investment adviser in Orange Village, OH, established in 1999. The firm manages $773 million in assets, with $769...

North Point Holdings

North Point Holdings is an SEC-registered investment adviser in Orange Village, OH, established in 1999. The firm manages $773 million in assets, with $769 million on a discretionary basis. It employs 7 staff and 6 investment advisers.

General information

Firm type

Private Equity

Year founded

2017

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Orange Village

Corporate office

Los Angeles, CA, United States

Sector focus

BuyoutGrowth

Frequently asked questions

What type of investments does North Point Holdings pursue?

North Point targets buyout and growth-stage investments primarily in the North American lower middle market. The firm seeks control or significant-minority positions in founder-owned businesses, family enterprises, and corporate carve-outs. Sectors of interest include business services, niche manufacturing, and distribution.

Does North Point Holdings invest from a fund or a permanent capital vehicle?

The firm's capital structure is not publicly disclosed. Given its low public profile and absence of reported fund closes, North Point may operate on a deal-by-deal basis, a committed single-family vehicle, or a small blind pool not marketed to institutional LPs.

Where does North Point Holdings source its deals?

North Point does not maintain a public marketing presence, suggesting it relies on proprietary networks of intermediaries, operators, and founders rather than broad auction processes. The firm's Los Angeles base positions it to cover the Western US, a region with dense lower-middle-market deal flow and succession-driven opportunities.

What is North Point Holdings' investment horizon?

The firm describes a long-duration approach, holding portfolio companies for extended periods to realize operational improvements. This contrasts with firms that underwrite to a fixed three-to-five-year hold and exit via a predetermined process.

How large is North Point Holdings' team?

Team size is not publicly reported. The firm's concentration model — placing substantial capital behind a limited number of portfolio companies — implies a lean, principal-led team rather than a multi-layered institutional platform.

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