44 North Capital LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
44 North Capital LLC
CRD #327552
SEC #801-128572
CIK #
AUM $114.0 M (2025-03-10)
Employees 3 (67% Investors, 0% Brokers)
Phone971-371-3450
Address431 Pine Street
Burlington, VT 05401
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
1209672482402011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 217 27.9
(b) Individuals (high net worth individuals) 173 84.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 12 2.0
(n) Other 0 0.0
Total 402 114.0
By Discretionary
Discretionary 402 114.0
Non-Discretionary 0 0.0
Total 402 114.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 114.0
Total 402 114.0
Comparable Firms State AUM ($B)
ACTS Financial Advisors LLC
VA 0.1
Heckman Financial & Insurance Services Inc
CA 0.1
Wealthmark LLC
WA 0.1
Ruggiero Investments Inc
FL 0.1
Regal Advisory Services Inc
IL 0.1
Arete Wealth Strategists LLC
0.1
Secure Wealth Inc
FL 0.1
Virtus Financial Partners LLC
0.1
Whitwell & Co LLC
0.1
Derive Wealth LLC
CA 0.1
Terms | Privacy | Guide
tony@aum13f.com