SourcingSourcing

59 NORTH CAPITAL MANAGEMENT, LP

C28
CRD 300258·SEC 801-114733·HOUSTON, TX
AUM
$7.50B
$1B+
Est. Revenue
$75.0M
@ 1% on AUM
Est. EBITDA
$22.5M
@ 30% margin
Est. Deal Value
$180.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
59 NORTH CAPITAL MANAGEMENT, LP
CRD
300258
SEC file #
801-114733
EIN
000000000
DBA names
—

Economics

AUM
$7.50B
AUM band
$1B+
AUM trajectory
'20'26
$51.2M → $7.50B▲ +14559%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
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
BILGER, MICHAEL, RICHARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
BILGER, MICHAEL, RICHARD
59 NORTH CAPITAL MANAGEMENT GP,
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 Cik
0001805589
Edgar Registered
Yes
Edgar Filing Count
25
Edgar First Filing Date
2021-02-16
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0000919574-26-003449

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Goldman Sachs10
Fidelity5
Morgan Stanley5
E*trade4
Northern Trust2
Edgar Addresses
Mailing
3737 BUFFALO SPEEDWAYSUITE 1880HOUSTON, TX 77098
Business
3737 BUFFALO SPEEDWAYSUITE 1880HOUSTON, TX 77098
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-15 · 0000919574-26-003449
13F-HR2026-02-17 · 0000919574-26-001182
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7066947
Trust Company Affiliate
No

People (3)

3
BILGER, MICHAEL, RICHARD
Direct Owner · 87.5%
7066947
BACON, KATE, ELIZABETH
Executive Officer · 2.5%
6561589
GARRABRANT, DREW, HARDING
Executive Officer · 2.5%
7066953