|
⚲
|
| 44 North Capital LLC
✚
| |
|---|---|
| CRD # | 327552 |
| SEC # | 801-128572 |
| CIK # | |
| AUM | $104.5 MM (2024-03-01) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 971-371-3450 |
| Address | 431 Pine Street Burlington, VT 05401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 18.5 |
| (b) Individuals (high net worth individuals) | 63 | 84.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 327 | 104.5 |
| By Discretionary | ||
| Discretionary | 327 | 104.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 327 | 104.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.5 | |
| Total | 327 | 104.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
RBF Capital Management Inc
✚
|
FL | 0.1 |
|
Bountiful Investment Management LLC
✚
|
RI | 0.1 |
|
Atlas Financial Advisors Inc
✚
|
CA | 0.1 |
|
Grant Private Wealth Management Inc
✚
|
CA | 0.1 |
|
Networth Asset Management Inc
✚
|
FL | 0.1 |
|
Peterson Financial Services LLC
✚
|
CO | 0.1 |
|
Gatepass Capital LLC
✚
|
OH | 0.1 |
|
River's Edge Wealth Management LLC
✚
|
PA | 0.1 |
|
Stone Wealth Partners LLC
✚
|
LA | 0.1 |
|
Hoya Capital Real Estate LLC
✚
|
CT | 0.1 |