North Branch Capital Management provides portfolio management for pooled vehicles. The firm advises 5 private funds.
North Branch Capital Management reports 5 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($468M across 5 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 5 | $468M | 100.0% | $93.5M |
| Total | 5 | $468M | 100% | $93.5M |
- Clients
- 5
- Regulatory AUM
- $468M
- AUM share
- 100.0%
- Avg. per client
- $93.5M
Total
- Clients
- 5
- Regulatory AUM
- $468M
- AUM share
- 100%
- Avg. per client
- $93.5M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 5
North Branch Capital Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Jonathan Leiman owns 25% to 50% of North Branch Capital Management. The leadership team of North Branch Capital Management includes Chief Financial Officer Kevin Bochenek. It has 8 employees.
Leadership
- Kevin BochenekChief Compliance Officer/Chief Financial Officer
- Daniel BaumanLimited Partner
- Thomas GaulLimited Partner
- William HuberLimited Partner
- Jonathan LeimanLimited Partner
Staff
- 8 employees
- 8 in advisory functions
- Owns 25% to 50% of North Branch Capital Management, L.P.
Jonathan Leiman
Control person · since April 2019
- Owns 25% to 50% of North Branch Capital Management, L.P.
William Huber
Control person · since April 2019
- Owns 10% to 25% of North Branch Capital Management, L.P.
Daniel Bauman
Control person · since April 2019
- Owns 10% to 25% of North Branch Capital Management, L.P.
Thomas Gaul
Control person · since July 2023
North Branch Capital Management’s regulatory assets grew 2.5× from $183M (July 2021) to $468M (April 2026); clients were 5 in both filings and employees rose from 5 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $468M | 5 | 8 | 1 |
| June 2025 | $432M | 6 | 7 | 1 |
| March 2024 | $430M | 6 | 9 | 1 |
| July 2023 | $234M | 4 | 7 | 1 |
| April 2022 | $229M | 5 | 7 | 1 |
| July 2021 | $183M | 5 | 5 | 1 |
Besides its headquarters, North Branch Capital Management has 0 offices, with 1 listed address in Illinois.
Illinois · 1 listed address
- 2215 York Road, Suite 420, Oak BrookHQ
Contact and registration details
- Legal name
- North Branch Capital Management, L.P.
- Headquarters
- 2215 York Road, Suite 420, Oak Brook, IL 60523
- Website
- northbranchcap.com
- Phone
- 630-782-1590
- @north-branch-capital-llc
- SEC file
- 801-119115
- Structure
- Delaware limited partnership
- Fiscal year end
- December
North Branch Capital Management has custody of $468M in client assets for 5 clients.
How many clients does North Branch Capital Management have?
North Branch Capital Management has 5 clients and manages $468 million for them, as of April 2026. They include 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 April 2026
What services does North Branch Capital Management offer?
North Branch Capital Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does North Branch Capital Management have?
North Branch Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns North Branch Capital Management?
North Branch Capital Management’s direct owners are Jonathan Leiman, William Huber, Daniel Bauman and Thomas Gaul, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 29 April 2026
How does North Branch Capital Management get paid?
North Branch Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact North Branch Capital Management?
North Branch Capital Management’s main office is at 2215 York Road, Suite 420, Oak Brook, IL 60523. Its phone number is 630-782-1590. Its website is northbranchcap.com.