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 acts as a capital allocator for both individuals/families and institutional clients. The firm is structured as an LLC and became SEC-registered in 2023. Its fee arrangements include percentage-of-AUM billing and fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of other advisers, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor.