NORTH CASTLE PARTNERS, LLC
Adviser information for NORTH CASTLE PARTNERS, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 13 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 11 | $1.6B |
| Total | 11 | $1.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 11 | $1.6B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73792 |
|---|---|
| SEC ERA File Number | 801-73792 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158213 |
| Legal Entity Identifier | None |
Principal Office
183 EAST PUTNAM AVENUEGREENWICH
CT
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 203 862 3210, Fax: 203 862 3270
Chief Compliance Officer
ALYSE SKIDMORE
PARTNER/CHIEF FINANCIAL OFFICER
183 EAST PUTNAM AVENUE
GREENWICH
CT
United States
Tel:
203 862 3210
Fax:
203 862 3270
A****@**********************M
(Full email address available in API data)
Regulatory Contact
LORRI GARNETT
CONTROLLER
183 EAST PUTNAM AVENUE
GREENWICH
CT
United States
Tel:
203 862 3227
Fax:
203 862 3270
L****@**********************M
(Full email address available in API data)
Industry Affiliates
| NCP BBC GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| NCP CR GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| NCP G.P. VII, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| NCP GP V-A, LP | Sponsor, GP, manager of pooled investment vehicles |
| NCP GP V, LP | Sponsor, GP, manager of pooled investment vehicles |
| NCP GP VI-A, LP | Sponsor, GP, manager of pooled investment vehicles |
| NCP GP VI, LP | Sponsor, GP, manager of pooled investment vehicles |
| NCP-TP GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| NORTH CASTLE GP V, LLC | Sponsor, GP, manager of pooled investment vehicles |
| NORTH CASTLE GP VI, LLC | Sponsor, GP, manager of pooled investment vehicles |
| NORTH CASTLE GP VII, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| NCP NEST HOLDINGS, L.P. | Private Equity Fund | $92.0M | $5.0M | 48 |
| NCP-BBC CO-INVEST II, L.P. | Private Equity Fund | $8.8M | $1.0M | 56 |
| NCP-BBC CO-INVEST III, L.P. | Private Equity Fund | $68.1M | $1.0M | 5 |
| NCP-BBC, L.P. | Private Equity Fund | $7.0M | $1.0M | 19 |
| NCP-CR FITNESS, L.P. | Private Equity Fund | $345.0M | $5.0M | 204 |
| NCP-TP CO-INVEST, L.P. | Private Equity Fund | $20.2M | $1.0M | 141 |
| NORTH CASTLE PARTNERS V-A, L.P. | Private Equity Fund | $8.5M | $1.0M | 88 |
| NORTH CASTLE PARTNERS V, L.P. | Private Equity Fund | $112.0M | $1.0M | 98 |
| NORTH CASTLE PARTNERS VI-A, L.P. | Private Equity Fund | $14.7M | $1.0M | 40 |
| NORTH CASTLE PARTNERS VI, L.P. | Private Equity Fund | $407.2M | $1.0M | 248 |
| NORTH CASTLE PARTNERS VII, L.P. | Private Equity Fund | $538.3M | $5.0M | 86 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BAIRD, CHARLES, FITZ | Individual | – | MANAGING PARTNER | 05/1997 | 50-75% |
| SKIDMORE, ALYSE, JULIE | Individual | – | PARTNER / CCO / CFO | 05/2000 | < 5% |
| CANARICK, JONATHAN, S | Individual | – | MANAGING PARTNER | 01/2015 | 25-50% |
| MINTER, ALISON, DELFOE | Individual | – | MANAGING PARTNER | 01/2015 | 25-50% |