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 formed as an LLC and registered with the SEC in 2023. The firm serves both individual/family and institutional clients and operates as a capital allocator, meaning it directs client capital to external managers and funds alongside its own advisory services. Its fee model combines asset-based fees with flat-fee engagements. Advisory capabilities listed by the firm include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and publishing periodicals or newsletters. The firm does not identify as an active ESG investor.