Northgate Capital, L.P. is a large advisory firm based in Danville. It manages $4.33 billion of regulatory assets for 57 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.
Northgate Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Northgate Capital, L.P. is $4.33 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2399% since the beginning of its operation, and $377.87 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Northgate Capital, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Ali Nmn Ojjeh is pooled investment vehicles with 57 clients and $4.33 billion of assets under management. Among the 10 most similar advisory firms, Northgate Capital has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.33 billion for 57 clients. 18% of the firm’s clients are foreign persons or businesses.
Northgate Capital also advises several private funds. Namely, thirty private equity funds and twenty seven venture capital funds. The minimum investment commitment required of non-related persons ranges from $0 to $40,000,000.
The company employs 54 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ali Nmn Ojjeh has been acting as President since 1 Jul 2016. Lawrence (Nmn) Cowen joined the executive team most recently as the Chief Compliance Officer & General Counsel.
The principal office where Northgate Capital, L.P. performs its advisory services is located at 649 San Ramon Valley Blvd, Danville, CA 94526, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 925-820-9970 or by fax 925-820-9994. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at northgate.com/ and its LinkedIn profile.