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300 North Capital, LLC

300 North Lake Ave., Suite 1120
Pasadena, California 91101-4111
United States
 
Contact :      Victoria A. Luiten
Phone :       (626) 449-8500
Fax :             (626) 578-6459
Email :         knygard@300northcapital.com
Web :           http://www.300northcapital.com

300 North Capital, LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $509
Tax-Exempt Managed ($Mil) : $350
Taxable Assets Managed ($Mil) : $298
Year Founded : 1951
Wrap Programs Offered? : Yes
# of Accounts Managed : 18
In-House Research : 70 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands
  $

300 North Capital, LLC History

300 North Capital, LLC, majority owned by Old Mutual (US) Holdings, Inc., evolved from a predecessor firm founded in 1951. 300 North Capital is an institutional investment manager specializing in long-only mid cap, small cap, and SMID (small and mid) cap U.S. growth equity strategies, and a global macro strategy In February 1995, 300 North Capital (then named Provident Investment Counsel) became a wholly owned subsidiary of Boston-based United Asset Management Corporation, which was acquired by Old Mutual in September 2000. As a result of this acquisition, 300 North Capital is an affiliate of Old Mutual (US) Holdings, Inc., which is part of London-based Old Mutual plc, one of the world’s leading investment management firms. Effective May 2009, a percentage of firm ownership was granted to number of the firm’s senior officers. 300 North Capital, LLC has its own board of managers and operates autonomously.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
3
$1.5
 
Limited Partnership :
 
Foundations :
3
$109.7
ERISA :
included in other asset categories
$included in other asset categories
Unions, Taft-Hartley :
1
$33.6
Public :
2
$5.3
Others :
11
$497
Total # of Professional : 19 Analysts : 2
Portfolio Managers : 4 Traders : 1
Client Service : 5 Operation : 7

300 North Capital, LLC Personnel

Ms.  Katrine Nygard

Vice President
Tel : 626-395-5371
Email: knygard@300northcapital.com

Mr.  Richard Campagna

President/CEO
Tel : 626-449-8500
Email: rcampagna@300northcapital.com
Rick joined 300 North Capital, LLC in 2005 and has been in the investment industry since 1989. Prior to joining 300 North Capital, Rick spent four years at Shaker Investments, LLC where he was a portfolio manager, managing director and head of research. Prior to that he held positions as a senior analyst with Manning & Napier Advisors, Inc., a principal with McKinley Capital Partners, LTD., and a financial analyst with Morgan Stanley & Co. Inc. He holds a BS degree from Duke University and an MBA from Harvard Graduate School of Business Administration. Rick is a Chartered Financial Analyst and a member of the CFA Institute.

Mr.  James Landreth

Portfolio Manager
Tel : 626-449-8500
Email: jlandreth@300northcapital.com
Jim joined 300 North Capital, LLC in 1993 and has been in the investment industry since 1990. Prior to joining 300 North Capital, Jim served three years as an analyst at Wilshire Associates, a large West Coast pension consulting firm. He holds a BS degree in finance from San Diego State University and an MBA from the Marshall School of Business at the University of Southern California. Jim is a Chartered Financial Analyst and a member of the CFA Institute.

300 North Capital, LLC Product Name

Mid Cap Growth Equity:Privately Managed Accounts
Small Cap Growth Equity:Privately Managed Accounts
SMID Cap Growth Equity:Privately Managed Accounts
Report Created: December,15 2018.  Copyright Money Manager Review , All rights Reserved.
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