Jim Gentleman Takes the Helm of Alternatives and RIA Distribution at North Square Investments
In a significant move for North Square Investments, Jim Gentleman has been appointed to lead the firm's Alternatives and RIA Distribution division. This new role comes as the firm aims to accelerate its growth within the financial intermediary space. Philip Callahan, North Square’s Head of Distribution, expressed enthusiasm about Gentleman’s extensive experience in alternative investments and his established relationships with asset allocators. These competencies are expected to strengthen North Square’s position in the evolving investment landscape.
Gentleman, who previously held a high-profile role at Advisors Asset Management (AAM), has a robust background in raising capital, particularly in the alternatives sector. His responsibilities at AAM included overseeing Private Markets National Accounts and he played a crucial role in expanding their distribution capabilities in private markets. His career also includes notable positions at Wilshire Associates and Ibbotson Associates, among others. This diverse experience equips him with the necessary skills and insights to drive strategic initiatives at North Square.
At North Square, Gentleman’s primary focus will be on enhancing the distribution strategies for Azimut’s growing alternatives business through various financial intermediary channels. He will also engage directly with registered investment advisors (RIAs), aiming to optimize platform placements, ensure model inclusions, and drive advisor engagement activities.
This strategic appointment is timely as North Square continues to carve out a niche in the competitive investment landscape. The firm, which was founded in 2018 and has roots in Chicago, places a strong emphasis on delivering innovative active investment strategies. As part of the asset management arm of Azimut Group in the U.S., North Square's collective assets amounted to approximately $21.1 billion by the end of March 2026.
Gentleman’s joining comes at a moment when the demand for alternative investments is on the rise, given their potential to offer diversification and enhanced returns amidst fluctuating market conditions. His proven track record of building relationships with institutional and intermediary partners positions him as a valuable asset to the North Square team.
Commenting on the transition, Callahan stated, “Jim’s expertise in raising capital and his focus on alternative investments will play a pivotal role in our growth strategy. We believe his leadership will help us seize new opportunities and enhance our outreach within the RIA channel. His background gives us confidence that we are well-equipped to meet and exceed the expectations of our partners and clients.”
As North Square Investments continues to grow its portfolio, the firm remains committed to innovation and excellence in investment management. Jim Gentleman’s leadership is poised to drive this mission forward, reinforcing North Square's position in the marketplace.
North Square Investments is part of Azimut NSI, which encompasses three prominent firms: North Square Investments, CS McKee, and Kennedy Capital Management. With over 174 billion euros in assets managed across 20 countries, the Azimut Group stands as one of Europe's leading independent asset managers. North Square's focus remains on developing strategies that meet the evolving needs of financial intermediaries and their clients as they navigate the complexities of modern investment landscapes.
Gentleman, who previously held a high-profile role at Advisors Asset Management (AAM), has a robust background in raising capital, particularly in the alternatives sector. His responsibilities at AAM included overseeing Private Markets National Accounts and he played a crucial role in expanding their distribution capabilities in private markets. His career also includes notable positions at Wilshire Associates and Ibbotson Associates, among others. This diverse experience equips him with the necessary skills and insights to drive strategic initiatives at North Square.
At North Square, Gentleman’s primary focus will be on enhancing the distribution strategies for Azimut’s growing alternatives business through various financial intermediary channels. He will also engage directly with registered investment advisors (RIAs), aiming to optimize platform placements, ensure model inclusions, and drive advisor engagement activities.
This strategic appointment is timely as North Square continues to carve out a niche in the competitive investment landscape. The firm, which was founded in 2018 and has roots in Chicago, places a strong emphasis on delivering innovative active investment strategies. As part of the asset management arm of Azimut Group in the U.S., North Square's collective assets amounted to approximately $21.1 billion by the end of March 2026.
Gentleman’s joining comes at a moment when the demand for alternative investments is on the rise, given their potential to offer diversification and enhanced returns amidst fluctuating market conditions. His proven track record of building relationships with institutional and intermediary partners positions him as a valuable asset to the North Square team.
Commenting on the transition, Callahan stated, “Jim’s expertise in raising capital and his focus on alternative investments will play a pivotal role in our growth strategy. We believe his leadership will help us seize new opportunities and enhance our outreach within the RIA channel. His background gives us confidence that we are well-equipped to meet and exceed the expectations of our partners and clients.”
As North Square Investments continues to grow its portfolio, the firm remains committed to innovation and excellence in investment management. Jim Gentleman’s leadership is poised to drive this mission forward, reinforcing North Square's position in the marketplace.
North Square Investments is part of Azimut NSI, which encompasses three prominent firms: North Square Investments, CS McKee, and Kennedy Capital Management. With over 174 billion euros in assets managed across 20 countries, the Azimut Group stands as one of Europe's leading independent asset managers. North Square's focus remains on developing strategies that meet the evolving needs of financial intermediaries and their clients as they navigate the complexities of modern investment landscapes.
Topics Financial Services & Investing）
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