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 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
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 3CHRISTOPHER HUTCHENS
Senior Compliance OfficerCRD 5173760
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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