Overview
Assets Under Management: $125 million
Headquarters: BURLINGTON, VT
High-Net-Worth Clients: 217
Average Client Assets: $0.4 million
Frequently Asked Questions
44 NORTH CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327552), 44 NORTH CAPITAL, LLC is subject to fiduciary duty under federal law.
44 NORTH CAPITAL, LLC is headquartered in BURLINGTON, VT.
44 NORTH CAPITAL, LLC serves 217 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, 44 NORTH CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
44 NORTH CAPITAL, LLC manages $125 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, 44 NORTH CAPITAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 217
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.06%
Average Client Assets: $0.4 million
Total Client Accounts: 438
Discretionary Accounts: 438
Regulatory Filings
CRD Number: 327552
Filing ID: 2078658
Last Filing Date: 2026-03-30 15:15:59