# 36 North Capital Management, LLC

> 36 North Capital Management, LLC is an SEC-registered investment advisory firm in Bentonville, AR, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 317557
- Filed as: 36 NORTH CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bentonville, AR
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317557
- AdvisorCensus page: https://advisorcensus.com/firm/36-north-capital-management-llc-bentonville-ar-317557

## Quick answers

**How is 36 North Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 36 North Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is 36 North Capital Management, LLC located?**
36 North Capital Management, LLC's principal office is in Bentonville, AR, according to its Form ADV.

**Is 36 North Capital Management, LLC registered with the SEC or a state?**
36 North Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317557.

**How much does 36 North Capital Management, LLC manage?**
36 North Capital Management, LLC reports $2,670,149,362 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (0% discretionary).

**How have 36 North Capital Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for 36 North Capital Management, LLC: Regulatory assets under management: $1,515,000,000 in the October 2022 data and $2,670,149,362 in the October 2026 data, up 76%. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does 36 North Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: charitable organizations (5).

**Which custodians does 36 North Capital Management, LLC use?**
36 North Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust Securities, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does 36 North Capital Management, LLC 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/317557

**What changed in 36 North Capital Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $2,346,620,000 to $2,670,149,362 (+14%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust Securities, Inc.

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: $2,670,149,362
- Discretionary: $0
- Non-discretionary: $2,670,149,362

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Charitable organizations | 5 | $2,670,149,362 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 36northcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $1,515,000,000 | 3 | May 2, 2022 |
| October 2023 | $1,331,000,000 | 3 | March 3, 2023 |
| October 2024 | $1,806,561,000 | 3 | February 16, 2024 |
| October 2025 | $2,346,620,000 | 4 | February 5, 2025 |
| October 2026 | $2,670,149,362 | 4 | February 2, 2026 |

Regulatory assets under management: $1,515,000,000 in the October 2022 data and $2,670,149,362 in the October 2026 data, up 76%.
Total employees: 3 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $2,346,620,000 to $2,670,149,362 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 36 North Capital Management, LLC (CRD 317557): Form ADV filing data as of October 2026.