44 NORTH CAPITAL, LLC

RIASEC RegisteredEst. 2023
Total AUM
$125M
Discretionary
$125M
100% of AUM
Avg account
$286K
Accounts
438
Employees
3
Advisory reps
3

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 operates as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional clients and bills on a percentage-of-AUM and fixed-fee basis. It describes itself as a capital allocator and includes selection of other advisers among its advisory activities, alongside financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services and publication of periodicals or newsletters. The firm is not identified as an active ESG investor on its filing. Investment activity is concentrated in public pooled vehicles and third‑party alternative managers. The filing shows a clear preference for mutual funds and similar public funds as the primary vehicle for client exposure, while the firm also allocates to private placements and real estate through external alternative managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 12%, State & Local Bonds 11%, Cash & Cash Equivalents 2%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities12%
  • State & Local Bonds11%
  • Cash & Cash Equivalents2%

Contacts

3 of 3
  • CHRISTOPHER HUTCHENS

    Senior Compliance OfficerCRD 5173760

  • ALEXANDRA FOREST

    Director of Financial PlanningCRD 6268230

  • JONATHAN LANDRY

    Founder & Managing PartnerCRD 6004737

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BURLINGTON, VT

CHITTENDEN

Location

BURLINGTON, VT

Headquartered in BURLINGTON, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.

Metro area
Burlington-South Burlington-Barre, VT
Region
Northeast
County
CHITTENDEN
Address
431 Pine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth