Northlane Capital Partners, LLC (Bethesda)

Name: Northlane Capital Partners, LLC
Address: 2 Bethesda Metro Center, Bethesda, MD, 20814 6319
Telephone: 301-272-9990

Northlane Capital Partners, LLC is a large advisory firm based in Bethesda. It manages $466.96 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Maryland.

Northlane Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Northlane Capital Partners: assets under management

The assets under management (AUM) of Northlane Capital Partners, LLC is $466.96 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $466.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $466.96 million each.

Northlane Capital Partners has custody of $466.96 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Northlane Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Northlane Capital Partners serves?

The only and largest group of clients of Northlane Capital Partners is pooled investment vehicles with 1 clients and $466.96 million of assets under management. Among the 10 most similar advisory firms, Northlane Capital Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $466.96 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Northlane Capital Partners also advises several private funds. Namely, one private equity fund.

Careers at Northlane Capital Partners, LLC

The company employs 12 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Ehrenfest Steinglass	Partner	1 Nov 2016	25% - 50%	6727884
Eugene Nmn Krichevsky	Partner	1 Nov 2016	25% - 50%	2929009
Justin Damian Dufour	Partner	1 Nov 2016	25% - 50%	6727886
Sean Andrew Eagle	Partner	1 Nov 2016	25% - 50%	3069188
David Steinglass	Partner, chief compliance officer	1 Nov 2016	25% - 50%	6727884
Eugene Krichevsky	Partner	1 Nov 2016	25% - 50%	2929009
Justin Dufour	Partner	1 Nov 2016	25% - 50%	6727886
Brian James Foist	Chief financial officer and chief compliance officer	1 Feb 2017	Other	5317186

Based in Bethesda

The principal office where Northlane Capital Partners, LLC performs its advisory services is located at 2 Bethesda Metro Center, Bethesda, MD 20814 6319, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-272-9990 or by fax 301-656-0294. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at northlanecapital.com.