36 North Capital Management provides investment management services to institutional clients, including endowments, foundations, family offices, and select high net worth individuals. 36 North offers both discretionary and non-discretionary investment management services, including continuous monitoring of client portfolios, asset allocation, and manager monitoring. 36 North typically invests with third-party institutional-quality investment managers across public and private investment strategies.
Assets Under Management$2.7B
Clients5
Advisors3
Avg. per Client$530M
Avg. per Advisor$890M
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
36 North generally charges fees for investment management services in one of two ways:
- Clients pay a flat quarterly retainer fee in an amount agreed in advance.
- Clients pay an annualized quarterly advisory fee in advance based on the fair market value of the assets they manage.
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