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North Square Capital Debt Fund

North Square Capital Debt Fund, Single Family property 1
North Square Capital Debt Fund, Single Family property 2
North Square Capital Debt Fund, Single Family property 3
North Square Capital Debt Fund, Single Family property 4
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North Square Capital Debt Fund

by North Square Capital

Up to 8.0%Target yield
$100KMin

The short version

North Square Capital is offering an open-ended single family lending fund. It has been lending since 2024. The minimum is $100K and redemptions need 90 days' notice. Its financials are audited.

Meet the team behind it

A private deal is a bet on the people running it — who they are and what else they've done.

North Square Capital Lead operator

Runs the deal day to day and owns the business plan.

Led by Robert Natale

View firm

The funds behind this fund

North Square Capital puts investors' money into one lending partner's funds, and those funds make the loans.

1 Lending partners
Not available yet Split between them
Not available yet Partner names
The partner isn't named yet

North Square Capital invests through one lending partner. Its name is not available yet. Worth asking North Square Capital: Can you see each underlying fund's latest loan or portfolio report under an NDA?How does the team check those funds before committing money?Who are the funds this fund invests through, and how is the money split between them? ✓ Added to your questions, ready for your call with the firm.

Investing Geography

Not available yet. Where this fund lends is worth asking the firm directly. Added to your questions, ready for your call with the firm.

Investment Options

ClassTarget yieldMinimum InvestmentInitial Lock-Up (Years)
Class A8.0% $100K None
Class B— $500K 6 mos
Class C— $1.0M 1 yr

7 of 9 terms sourced.

How it’s taxed

What you file, and what you could owe, depends on the account you invest from.

The tax form you receive K-1
Potential income tax deduction No
Does the deal use debt? No
Accepts IRA money Yes
Taxed as a REIT No
Tax inside an IRAThe firm’s answer No UBIT

General tax information, not tax advice. Your situation can differ: ask your tax adviser or your IRA custodian.

Does it fit your plan?

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North Square Capital Debt Fund

North Square Capital ›

Single Family · Lending · Fund

From their documents

Target Up to 8.0%
Minimum $100K
Plan fit —

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