SourcingSourcing

THIRD NORTH CAPITAL LP

C36
CRD 285348·SEC 801-108570·NEW YORK, NY
AUM
$432.2M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THIRD NORTH CAPITAL LP
CRD
285348
SEC file #
801-108570
EIN
—
DBA names
—

Economics

AUM
$432.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$235.9M → $432.2M▲ +83%
Client mix
Pooled Investment Vehicles2
Charitable Organizations2

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
2 advisors → 4 advisors▲ +100%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DATIKASH, ZACHARY, (NMN)
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DATIKASH, ZACHARY, (NMN)
CLARK, CATHERINE, ROMANOVSKY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley8
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3156294
Trust Company Affiliate
No

People (2)

2
DATIKASH, ZACHARY, (NMN)
Direct Owner · 87.5%
3156294
CLARK, CATHERINE, ROMANOVSKY
Executive Officer · 2.5%
5197445