# North Square Investments

> North Square Investments is a Chicago multi-boutique asset manager that pairs specialist investment teams with product development, operations, compliance and a national distribution network. It sells mutual funds, ETFs and other active strategies through financial advisers and institutions, giving boutiques access to channels that are expensive to build alone. Founded in 2018 by a team lifted out of Oak Ridge Investments, North Square grew its retail fund family past $4 billion by August 2026 and is now part of Azimut Group’s U.S. asset-management platform.

- **Founded:** 2018
- **Headquarters:** Chicago, United States
- **Founders:** Mark D. Goodwin (Co-Founder and Chief Executive Officer)
- **Team size:** 37 employees in the supplied company record; the broader post-close Azimut NSI platform was expected to have more than 100 employees
- **Products:** Mutual funds, Exchange-traded funds, Separately managed accounts and model delivery, Closed-end alternative fund, Boutique manager platform services
- **Notable:** Launched in 2018 with 24 experienced employees lifted out of Oak Ridge Investments., Acquired a majority interest in C.S. McKee in 2020, adding an institutional manager founded in 1931., Grew North Square fund assets to $2.06 billion across 12 mutual funds and one closed-end fund by December 2024.

## Products & services

- **Mutual funds** — Actively managed equity, fixed-income, allocation and alternative strategies offered through a family of open-end funds.
- **Exchange-traded funds** — Active ETFs including QTPI, NSIV and NSIG, extending partner strategies into a tradeable wrapper.
- **Separately managed accounts and model delivery** — Selected partner strategies distributed through intermediary channels in SMA, UMA and model formats.
- **Closed-end alternative fund** — The North Square Evanston Multi-Alpha Fund gives accredited investors access to a portfolio of hedge-fund strategies with Evanston Capital as sub-adviser.
- **Boutique manager platform services** — Distribution, product development, administration, compliance infrastructure and strategic partnership support for specialist asset managers.

## Achievements

- Launched in 2018 with 24 experienced employees lifted out of Oak Ridge Investments.
- Acquired a majority interest in C.S. McKee in 2020, adding an institutional manager founded in 1931.
- Grew North Square fund assets to $2.06 billion across 12 mutual funds and one closed-end fund by December 2024.
- Completed the Foundry Partners acquisition in April 2025, adding approximately $2.3 billion to C.S. McKee.
- Reached more than 500 firms and 6,000 adviser/team relationships by the 2025 Azimut announcement.
- Completed its acquisition by Azimut Group in January 2026.
- Surpassed $4 billion in retail fund assets in August 2026, reaching approximately $4.05 billion.

## Latest updates

- **2026-08** — North Square said its retail fund family reached approximately $4.05 billion in assets as of August 14, up from $3.15 billion at year-end 2025.
- **2026-07** — The firm launched the actively managed North Square Disciplined Value ETF (NSIV) and Growth Opportunities ETF (NSIG), both managed by C.S. McKee teams.
- **2026-01** — Azimut Group closed its acquisition of North Square; parent NSI Holdco was renamed Azimut NSI.
- **2025-04** — North Square completed the acquisition of Foundry Partners through C.S. McKee and installed Foundry CEO Timothy Ford as C.S. McKee’s next CEO.
- **2024-05** — North Square adopted the Evanston Alternative Opportunities Fund, renamed it the North Square Evanston Multi-Alpha Fund and retained Evanston Capital as sub-adviser.

## Links

- Website: https://northsquareinvest.com
- LinkedIn: https://www.linkedin.com/company/north-square-investments

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Profile page: https://yespress.io/north-square-investments
Published by YesPress — https://yespress.io
Last updated: 2026-08-21