AdvisorCensus / Financial advisors / New York / New York / 26NORTH
26NORTH is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.
Quick answers
From the filingHow is 26NORTH compensated?
On its Form ADV (Item 5.E, October 2026), 26NORTH reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other.
Where is 26NORTH located?
26NORTH's principal office is in New York, NY, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is 26NORTH registered with the SEC or a state?
26NORTH is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322923.
How much does 26NORTH manage?
26NORTH reports $32,682,848,407 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (93% discretionary).
How have 26NORTH's assets and staff changed since 2022?
In the Form ADV data for 26NORTH: Regulatory assets under management: $5,309,865,414 in the October 2022 data and $32,682,848,407 in the October 2026 data, up 516%. Total employees: 27 in October 2022 and 142 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does 26NORTH serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (38); insurance companies (19); corporations or other businesses not listed above (5).
Which custodians does 26NORTH use?
26NORTH's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of America, Bank of New York Mellon and JPMorgan Chase Bank, N.A. as custodians holding 10% or more of its separately managed account assets.
Does 26NORTH report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322923
What changed in 26NORTH's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 59 to 83. Regulatory assets under management went from $26,064,736,775 to $32,682,848,407 (+25%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$32,682,848,407 as of October 2026, filing dated July 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- 26NORTH Partners LP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 142. Performing investment advisory functions: 83.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the August 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $32,682,848,407 | 142 | July 1, 2026 |
| October 2025 | $26,064,736,775 | 101 | June 10, 2025 |
| October 2024 | $13,963,659,099 | 81 | August 26, 2024 |
| October 2023 | $10,117,997,112 | 52 | August 4, 2023 |
| October 2022 | $5,309,865,414 | 27 | August 8, 2022 |
Regulatory assets under management: $5,309,865,414 in the October 2022 data and $32,682,848,407 in the October 2026 data, up 516%.
Total employees: 27 in October 2022 and 142 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 59 to 83.
- Regulatory assets under management went from $26,064,736,775 to $32,682,848,407 (+25%).
- Updated its list of owners and control persons (Schedule A).
- February 2026
- Updated its list of owners and control persons (Schedule A).
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. 26NORTH (CRD 322923): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/26north-new-york-ny-322923