# North Branch Capital: portfolio, investments and team > North Branch Capital is a private equity based in United States. 1 investment on record, latest Mar 2015. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/north-branch-capital (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # North Branch Capital Last cheque observed Mar 2015. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Email Quiet New fund $550K, Jun 2023 Private equity Growth Buyout Industrial Follow North Branch Capital and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fnorth-branch-capital) Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **4260** days **00** hrs **00** min **00** sec Rounds led **0 of 1** Sole investor **1 rounds** Pitch North Branch Capital ## North Branch Capital highlights - 01 1 rounds on record - 02 Sole investor in 1 rounds, median undisclosed ## What they do > We have invested in 100+ businesses over the past 20 years From their own website - **Type:** Private equity - **Cheque size:** Not stated - **Stages:** Growth Buyout - **Sectors:** Industrial - **Based in:** Oak Brook, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2015** 1 round - **Mar** **[Motion Solutions](https://millionrounds.com/company/motion-solutions)** US **Undisclosed** Sole investor An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **6 named** DB **Dan Bauman** Director, Promoter i Filing they signed DB **Daniel Brian Bauman** Director, Promoter i Filing they signed JE **Jonathan Eric Leiman** Director, Promoter i Filing they signed NA **Neil Alexander Firlit** Chief Financial Officer, Chief Compliance Officer i Form ADV TJ **Thomas James Gaul** Limited Partner i Form ADV WW **William Wilkins Huber** Director, Promoter i Filing they signed We also hold **11** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$468M** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** North Branch Capital Management, L.P. - **SEC number:** CRD 307344 Funds on its Form ADV **6** private funds, **$433M** in gross assets · filed Mar 2024 - North Branch Capital Fund II, L.P. *Private equity* 18 investors $207M - North Branch Capital Fund I, L.P. *Private equity* 19 investors $173M - Circuit Check Holding Company, LLC *Private equity* 12 investors $23M - ALHI Holdings, LLC *Private equity* 14 investors $18M - North Branch Capital Fund I Select, L.P. *Private equity* 40 investors $6.4M - North Branch Capital Fund II Select, L.P. *Private equity* 40 investors $6.0M ## What they claim to have backed From their own portfolio page (on their website) **0** of 1 we have independently watched raise Investors Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded. New fund on file **$550K** raised in Jun 2023 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Growth Buyout Median round joined **-** the round, not its cheque Alone, median **-** Led 0 of 1 rounds **0%** - **Sole investor:** 1 rounds - **Last cheque:** Mar 2015 Rounds by stage said on their site - Growth said *-* - Buyout said *-* **Pitching North Branch Capital?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about North Branch Capital ### What does North Branch Capital invest in? North Branch Capital says it invests in Industrial. ### How active is North Branch Capital? 1 investments on record, 0 of them in the last 12 months. The most recent was in Mar 2015. ### Is North Branch Capital investing now? No investments in the last 12 months; the latest was in Mar 2015. ### What kind of investor is North Branch Capital? North Branch Capital is a private equity firm based in Oak Brook, United States. ### How much does North Branch Capital manage? About $468M, as regulatory assets under management (Oct 2026). ### Has North Branch Capital raised a new fund? Its latest fund filing with the SEC was in Jun 2023, reporting $550K raised. ### Where does this information on North Branch Capital come from? From public registers and its own website, checked and rebuilt every night. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=north-branch-capital) · [Is this your firm? 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