Northern Right Capital Management, L.P
Answer a few questions and
get matched with an advisor.
Learn more about Northern Right Capital Management, L.P
Overview
Northern Right Capital Management, L.P operates as a financial advisory firm that has its headquarters in Darien, Connecticut. The firm handles $380.7 million in assets under management across six client accounts, placing it among the bigger financial advisory firms in the country by assets under management (AUM). The firm has a small team, including 3 financial advisors. Northern Right Capital Management, L.P is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal assets like options, equities and bonds.
Northern Right Capital Management, L.P manages all of the firm's accounts on a discretionary basis. Discretionary management means that buy and sell judgments for the client's account are made by a portfolio manager without requiring the client's authorization. The advisory firm's average account size is $63.5 million. An average financial advisor at Northern Right Capital Management, L.P manages about two client accounts, placing it among the most personalized firms in the country.
Northern Right Capital Management, L.P's central office is at 9 Old Kings Hwy. South, Darien, Connecticut 6820. The company is allowed to provide services to investors in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Northern Right Capital Management, L.P by the Numbers
$380.7 million
5
6
$63.5 million
Fee Structure
Fees charged by financial advisors largely vary depending on which service is offered. However, fee types billed by Northern Right Capital Management, L.P most likely are comprised of some blend of the following fee structures: asset-based or performance-based. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles and corporations. Out of its six clients, Northern Right Capital Management, L.P's largest client group by number of accounts is corporations. Around 17% of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Northern Right Capital Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.