$31.1M Total AUM
$31.1M Disc. AUM
-- 3Y CAGR
8 Employees
133 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-13-2009
- Office Locations
- 1
Office Locations
321 West Maple Street Suite 100 NEW Lenox IL
About North South Capital, LLC
North South Capital, LLC is a NEW Lenox-based RIA. The firm has been operating for 17 years. Managing $31.1M in total assets under management, with 4 advisory representatives.
Team overview
57 AVG AGE
$7.8M AVG AUM / ADVISOR
$234.2K AVG AUM / CLIENT
12.5 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JANE KARPINSKI OTT
Managing Member, President
- CRD
- #1979000
- Ownership
- 50% but less than 75%
Available
Available
Available
C
CHRISTOPHER L ODONNELL
Chief Compliance Officer, Chief Financial Officer, Finop, Head Trader
- CRD
- #3010853
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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F
FRANK PAUL BAVARO
Managing Director
- CRD
- #1504493
Available
Available
Available
BRYAN LEE BRUNS
CPA
- CRD
- #4594505
Available
Available
Available
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,146,272 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,146,272 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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