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North Capital Share
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Overview Share
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Salt Lake City, Utah
$270.3 million AUM
3 offices

North Capital is based in Salt Lake City, Utah and has $270.3 million in assets under management.

Location
623 E. Fort Union Boulevard
Suite 101
Salt Lake City, UT 84047
$270.3 million
AUM
13
Employees
AUM Share
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$270,314,169
Assets under management
950 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 204 $43,417,408 16% $212,830
High net worth individuals 97 $144,385,879 53% $1,488,514
Banking or thirft institutions 1 $73,844,914 27% $73,844,914
Investment companies 2 $102,568 0% $51,284
Pooled investment vehicles 2 $1,100,000 0% $550,000
Pension and profit sharing plans 3 $2,290,988 1% $763,663
Charitable organizations 3 $607,628 0% $202,543
Other corporations or businesses 3 $2,987,360 1% $995,787
Employees Share
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13
Employees
9
Investment analysts
69% of total employees
AUM per employee Share
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$270,314,169
Assets under management
$20,793,398
AUM per employee
$30,034,908
AUM per investment analyst
About Share
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Compensation

North Capital makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

North Capital provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Financial planning software services.
Business activities
  • Commodity pool operator or commodity trading advisor
Firm data Share
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CRD number 148,802
SEC number 801-110598
Legal structure Corporation
Legal governance Nevada, United States
Latest ADV filing date November 01, 2019

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