# 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.

- CRD: 322923
- Legal name: 26NORTH Partners LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322923
- AdvisorCensus page: https://advisorcensus.com/firm/26north-new-york-ny-322923

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Bank of America
- Bank of New York Mellon
- JPMorgan Chase Bank, N.A.

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.

### Regulatory assets under management (Item 5.F)
- Total: $32,682,848,407
- Discretionary: $30,432,209,127
- Non-discretionary: $2,250,639,280

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 38 | $17,269,868,981 |
| Charitable organizations | Fewer than 5 | $233,876,048 |
| Insurance companies | 19 | $12,011,913,937 |
| Corporations or other businesses not listed above | 5 | $945,891,831 |
| Other | Fewer than 5 | $2,221,297,610 |

### 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)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 142 total, 83 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Miami, FL

### Websites listed on Form ADV (Item 1.I)
- 26n.com
- LinkedIn @26-north

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $5,309,865,414 | 27 | August 8, 2022 |
| October 2023 | $10,117,997,112 | 52 | August 4, 2023 |
| October 2024 | $13,963,659,099 | 81 | August 26, 2024 |
| October 2025 | $26,064,736,775 | 101 | June 10, 2025 |
| October 2026 | $32,682,848,407 | 142 | July 1, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 26NORTH (CRD 322923): Form ADV filing data as of October 2026.