44 North Capital, LLC
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
FINTRXOverview
44 North Capital, LLC is an independent registered investment adviser and capital allocator that is SEC-registered (2023) and owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and the publication of periodic newsletters. Fee arrangements combine percentage-of-AUM billing with fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities12%
- State & Local Bonds11%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Ashley Buchanan
Director of ComplianceCRD 6643855
Alexandra Forest
Director of Financial PlanningCRD 6268230
Jonathan Landry
Founder & Managing PartnerCRD 6004737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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