| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| North Branch Capital Fund II, L.P. | Private Equity | $230.1M | — |
| North Branch Capital Fund I, L.P. | Private Equity | $137.9M | — |
| Alhi Holdings, LLC | Private Equity | $51.8M | $2K |
| 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 |
North Branch Capital Management, L.P. reports $432.2 million in regulatory assets under management on its Form ADV.
North Branch Capital Management, L.P. manages 6 private funds with combined gross assets of $432.2 million.
North Branch Capital Management, L.P. reports 7 employees.
North Branch Capital Management, L.P. is based in Oak Brook, IL and has been SEC-registered since 2020.
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.
| 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 |
| Discretionary | $432.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $432.2M |