44 North Capital, LLC

RIASEC RegisteredEst. 2023

Total AUM

$125M

Discretionary

$125M

100% of AUM

Avg account

$286K

Accounts

438

Employees

Advisory reps

Firm details

Headquarters: Burlington, Vermont
CRD number: 327552
Registered since: August 15, 2023
Website: 44ncap.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI77.06%
Individuals20.43%
Corporations / Businesses1.65%
Pension & Profit Sharing Plans0.86%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

44 North Capital, LLC is an independent registered investment adviser that began SEC registration in 2023 and is organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional clients and functions as a capital allocator, blending discretionary portfolio management with financial planning and advisory services. Its fee structure includes percentage-of-AUM pricing alongside fixed fees. Advisory services listed by the firm include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and publication of periodicals or newsletters. The firm does not identify itself as an active ESG investor and is not marked as a multi-state adviser in the source data.