North Branch Capital Management, L.P.
- Regulatory AUM
- $468M
- Discretionary
- $468M
- Clients
- 5
- Avg AUM / client
- $93.5M
- Accounts
- 5
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $468M | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $433M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| North Branch Capital Fund Ii, L.P. | Private Equity Fund | Delaware | $207M | 18 |
| North Branch Capital Fund I, L.P. | Private Equity Fund | Delaware | $173M | 19 |
| Circuit Check Holding Company, Llc | Private Equity Fund | Delaware | $23.0M | 12 |
| Alhi Holdings, Llc | Private Equity Fund | Delaware | $18.1M | 14 |
| North Branch Capital Fund I Select, L.P. | Private Equity Fund | Delaware | $6.4M | 40 |
| North Branch Capital Fund Ii Select, L.P. | Private Equity Fund | Delaware | $6.0M | 40 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bauman, Daniel, Brian | Limited Partner | Apr 2019 (7y) | 10% – 25% | |
| Huber, William, Wilkins | Limited Partner | Apr 2019 (7y) | 25% – 50% | |
| Leiman, Jonathan, Eric | Limited Partner | Apr 2019 (7y) | 25% – 50% | |
| Firlit, Neil, Alexander | Chief Financial Officer, Chief Compliance Officer | Aug 2021 (5y) | Less than 5% | |
| Gaul, Thomas, James | Limited Partner | Jul 2023 (3y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| North Branch Capital Management Gp, Llc | General Partner | Apr 2019 | A | Less than 5% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $433M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| North Branch Capital Fund Ii, L.P. | Private Equity Fund | $207M | $0 | 18 |
| North Branch Capital Fund I, L.P. | Private Equity Fund | $173M | $0 | 19 |
| Circuit Check Holding Company, Llc | Private Equity Fund | $23.0M | $100K | 12 |
| Alhi Holdings, Llc | Private Equity Fund | $18.1M | $2.0K | 14 |
| North Branch Capital Fund I Select, L.P. | Private Equity Fund | $6.4M | $0 | 40 |
| North Branch Capital Fund Ii Select, L.P. | Private Equity Fund | $6.0M | $0 | 40 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 2.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗