SourcingSourcing

NORTHAMPTON CAPITAL PARTNERS LLC

C31
CRD 329072·SEC 801-130510·MIAMI, FL
AUM
$1.31B
$1B+
Est. Revenue
$13.1M
@ 1% on AUM
Est. EBITDA
$3.9M
@ 30% margin
Est. Deal Value
$31.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NORTHAMPTON CAPITAL PARTNERS LLC
CRD
329072
SEC file #
801-130510
EIN
993001734
DBA names
Northampton Capital Partners

Economics

AUM
$1.31B
AUM band
$1B+
AUM trajectory
'25'26
$1.08B → $1.31B▲ +22%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
12
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'25'26
11 advisors → 12 advisors▲ +9%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/northhamptoncapitalpartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NORTHAMPTON MANAGEMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
NORTHAMPTON MANAGEMENT
MCCARTHY, DONALD, PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002043231
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2024-11-07
Edgar Last Filing Date
2025-11-07
Edgar Form D Count
2
Edgar Form D Offerings
2025-11-072025-11-07 · 0002043231-25-000002
2024-11-072024-11-07 · 0002043231-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
Window
Folio Institutional1
Full
Jpmorgan12
E*trade4
Folio Institutional1
Edgar Addresses
Mailing
C/O NORTHAMPTON CAPITAL PARTNERS LLC340 MADISON AVENUE, FLOOR 10NEW YORK, NY 10173
Business
C/O NORTHAMPTON CAPITAL PARTNERS LLC340 MADISON AVENUE, FLOOR 10NEW YORK, NY 10173
Edgar EIN
993001734
Edgar Recent Filings
D/A2025-11-07 · 0002043231-25-000002
D2024-11-07 · 0002043231-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
MCCARTHY, DONALD, PATRICK
Executive Officer · 2.5%
5041287
GEOFFREY DAVID STRONG
Executive Officer · 2.5%
4981582