DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

North Sky Capital, LLC

Asset manager (funds and pooled vehicles)Wayzata, MinnesotaCRD 133959SEC 801-63853websiteIAPD
Latest filing Mar 25, 2026
First filing on the tape Dec 21, 2011 · 19 filings
SEC status approved since Mar 17, 2005
RAUM
$986M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
17
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
15
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$986M as of Mar 25, 2026
Mar 28, 2012$664M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 14, 20130 then
Employees (5.A)17 as of Mar 25, 2026
Mar 14, 201310 then
Private funds15 as of Mar 25, 2026
Mar 28, 201214 then
RAUM +13% over the last fiscal year-0.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$65.7MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+13%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
Custody
$1.0B, 15 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$986M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
15reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$1.0B for 15 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      25 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Clean Growth Fund V, LPVenture Capital Fund$221M166Mar 28, 2019
      North Sky Infrastructure Investment Fund, LLCOther Private Fund$127M211Mar 24, 2020
      Clean Growth Fund Vi, LPVenture Capital Fund$99.2M116Mar 30, 2023
      North Sky Private Equity Partners V, L.P.Private Equity Fund$40.1M30Mar 24, 2014
      Clean Growth Feeder Fund V, LPVenture Capital Fund$36.2M5Mar 24, 2020
      Clean Growth Fund IV, LPVenture Capital Fund$34.5M56Apr 27, 2018
      Alliance Fund II, LPOther Private Fund$31.3M49Mar 14, 2016
      North Sky Lbo Fund III, L.P.no longer reportedPrivate Equity Fund$29.8M36Mar 28, 2012
      North Sky Venture Fund III, L.P.no longer reportedVenture Capital Fund$25.0M43Mar 28, 2012
      North Sky Lbo Fund IV, L.P.no longer reportedPrivate Equity Fund$23.1M25Mar 28, 2012
      North Sky Cleantech Fund IV, L.P.Venture Capital Fund$23.0M81Mar 28, 2012
      Cleantech Alliance Fund, L.P.Other Private Fund$13.1M27Mar 28, 2012
      Cleantech Alliance Direct Fund, L.P.Other Private Fund$9.4M1Mar 28, 2012
      Clean Growth Fund III, LPVenture Capital Fund$8.5M44Mar 24, 2014
      North Sky Venture Fund II, L.P.no longer reportedVenture Capital Fund$6.7M58Mar 28, 2012
      Clean Growth Feeder Fund Vi, LPVenture Capital Fund$6.7M17Mar 30, 2023
      Cleantech Alliance Fund Of Funds, L.P.Other Private Fund$3.8M1Mar 28, 2012
      North Sky Cleantech Ventures, L.P.no longer reportedVenture Capital Fund$3.3M93Mar 28, 2012
      North Sky Lbo Fund II, L.P.no longer reportedPrivate Equity Fund$1.6M42Mar 28, 2012
      North Sky Venture Fund IV, LPno longer reportedVenture Capital Fund$657,43418Mar 28, 2012
      North Sky Direct Fund II, L.P.no longer reportedPrivate Equity Fund$361,54933Mar 28, 2012
      North Sky Direct Fund IV, L.P.Private Equity Fund$72,24028Mar 28, 2012
      Sustainable Infrastructure Fund IV, LPOther Private Fund$056Mar 30, 2022
      Sustainable Infrastructure Feeder Fund IV (Offshore), LPOther Private Fund$08Mar 30, 2023
      North Sky Private Equity Partners I, L.P.no longer reportedVenture Capital Fund$075Mar 28, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • Leonard Scott Barrington · Managing Membercontrol
        since 11/2007 · owns 50% to 75%
      • S Gretchen Postula · Chief Compliance Officercontrol
        since 12/2010 · owns less than 5%
      • Christine Angela Wood · Cfocontrol
        since 03/2021 · owns less than 5%
      • Adam Daniel Zouber · Managing Directorcontrol
        since 09/2023 · owns 50% to 75%
      Related persons
      Schedule D 7.A
      • Alliance Fund II, Gp, LLC
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 15 to 13
        Mar 31, 2025 to Mar 25, 2026
      • Assets in custody · $869M to $1.0B
        Mar 31, 2025 to Mar 25, 2026
      • Employees · 20 to 17
        Mar 31, 2025 to Mar 25, 2026
      • Discretionary RAUM · $869M to $986M
        Mar 31, 2025 to Mar 25, 2026
      • Pooled vehicle RAUM · $869M to $986M
        Mar 31, 2025 to Mar 25, 2026
      • RAUM · $869M to $986M
        Mar 31, 2025 to Mar 25, 2026
      • Advisory employees · 14 to 15
        Apr 1, 2024 to Mar 31, 2025
      • Assets in custody · $852M to $869M
        Apr 1, 2024 to Mar 31, 2025
      • Financial planning clients · unset to
        Apr 1, 2024 to Mar 31, 2025
      • Discretionary RAUM · $852M to $869M
        Apr 1, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $852M to $869M
        Apr 1, 2024 to Mar 31, 2025
      • RAUM · $852M to $869M
        Apr 1, 2024 to Mar 31, 2025
      • Accounts · 16 to 15
        Jul 25, 2023 to Apr 1, 2024
      • Advisory employees · 13 to 14
        Jul 25, 2023 to Apr 1, 2024
      • Pooled vehicle clients · 16 to 15
        Jul 25, 2023 to Apr 1, 2024
      • Assets in custody · $1.0B to $852M
        Jul 25, 2023 to Apr 1, 2024
      • Employees · 19 to 20
        Jul 25, 2023 to Apr 1, 2024
      • Private funds · 16 to 15
        Jul 25, 2023 to Apr 1, 2024
      • Discretionary RAUM · $1.0B to $852M
        Jul 25, 2023 to Apr 1, 2024
      • Pooled vehicle RAUM · $1.0B to $852M
        Jul 25, 2023 to Apr 1, 2024
      • RAUM · $1.0B to $852M
        Jul 25, 2023 to Apr 1, 2024
      • Assets in custody · $977M to $1.0B
        Mar 30, 2022 to Mar 30, 2023
      • Discretionary RAUM · $977M to $1.0B
        Mar 30, 2022 to Mar 30, 2023
      • Pooled vehicle RAUM · $977M to $1.0B
        Mar 30, 2022 to Mar 30, 2023
      • RAUM · $977M to $1.0B
        Mar 30, 2022 to Mar 30, 2023
      • Accounts · 18 to 16
        Mar 19, 2021 to Mar 30, 2022
      • Advisory employees · 10 to 13
        Mar 19, 2021 to Mar 30, 2022
      • Pooled vehicle clients · 18 to 16
        Mar 19, 2021 to Mar 30, 2022
      • Assets in custody · $883M to $977M
        Mar 19, 2021 to Mar 30, 2022
      • Employees · 15 to 19
        Mar 19, 2021 to Mar 30, 2022
      • Private funds · 18 to 16
        Mar 19, 2021 to Mar 30, 2022
      • Discretionary RAUM · $883M to $977M
        Mar 19, 2021 to Mar 30, 2022
      • Pooled vehicle RAUM · $883M to $977M
        Mar 19, 2021 to Mar 30, 2022
      • RAUM · $883M to $977M
        Mar 19, 2021 to Mar 30, 2022
      • Accounts · 20 to 18
        Mar 24, 2020 to Mar 19, 2021
      • Advisory employees · 8 to 10
        Mar 24, 2020 to Mar 19, 2021
      • Pooled vehicle clients · 20 to 18
        Mar 24, 2020 to Mar 19, 2021
      • Assets in custody · $920M to $883M
        Mar 24, 2020 to Mar 19, 2021
      • Employees · 13 to 15
        Mar 24, 2020 to Mar 19, 2021
      • HQ city · MINNEAPOLIS to WAYZATA
        Mar 24, 2020 to Mar 19, 2021
      Signals
      3 dated events
      • Adam Daniel Zouber (Managing Director) appeared on Schedule A of North Sky Capital, Llc
        Apr 1, 2024 · Control person joined · fact
      • Christine Angela Wood (Cfo) appeared on Schedule A of North Sky Capital, Llc
        Apr 1, 2024 · Control person joined · fact
      • North Sky Capital, Llc reported RAUM $796.6M, down 28% from $1.1B (2017-03-02 to 2018-03-29)
        Mar 29, 2018 · RAUM change · derived
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/1578253reportedpublic record, Form ADV, Sep 17, 2026
      Website
      NORTHSKYCAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      612-435-7150reportedpublic record, Form ADV, Mar 25, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026