NORTHGATE CAPITAL, L.P.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.93B |
| Discretionary | $2.93B100% of AUM |
| Client Accounts | 67 |
| Avg Account Size | $43.7M |
| Employees | 27 |
| Peak AUM | $6.34BMar 2022 |
| AUM CAGR | +15.2% /yrover 20 yrs · 47 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.9B | 27.6% | 15.3% | 9.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.93B |
| Discretionary | $2.93B |
| Employees | 27 |
| Client Accounts | 67 |
Contact & Location
Address
649 SAN RAMON VALLEY BLVD
DANVILLE CA 94526
Phone
925-820-9970
Filing History
47 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Investment AdviserLaw Firm