North Forty Investment Advisors LLC

Overview

North Forty Investment Advisors LLC is a small, individual-owned advisory firm that functions as a capital allocator for individual and family clients. The firm runs discretionary portfolio management and also selects third-party advisers, which points to a mix of direct portfolio management and multi-manager implementation. Fee billing is flexible — percentage-of-AUM arrangements alongside hourly and fixed fees — allowing the firm to serve both ongoing wealth management clients and one-off planning or advisory engagements. The firm is equity-focused in its public allocation but retains the ability to allocate to outside alternative managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices