Home  >  BrightScope Advisor Pages  >  North Capital LLC

help text

North Capital LLC

North Capital LLC is a RIA with $3M in AUM. James P Dowd is the majority owner of the firm and has been in this role with the firm since 1999.

Advisors (0)

help text
No advisors listed.

Firm Assets Under Management

help text
$3.0M
Total Assets
3
Accounts
$1.0M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

help text
ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

help text
Name Title Tenure Date
James P. Dowd, CFA Member/Manager 04/01/1999

Affiliated Investment Advisors and Broker Dealers

help text

No firm affiliates listed.

Principal Office & Place of Business

help text

Principal Office

Address:
Phone Number: No Information

Firm Compensation Arrangements

help text

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Other: (6) Performance-based fees