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|
| Keyboard |
| 44 North Capital LLC
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|---|---|
| CRD # | 327552 |
| SEC # | 801-128572 |
| CIK # | |
| AUM | 125.1 M (2026-06-17) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 802-300-0614 |
| Address | 431 Pine Street Burlington, MN 05401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 25.6 |
| (b) Individuals (high net worth individuals) | 217 | 96.4 |
| (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 | 9 | 1.1 |
| (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 | 4 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 438 | 125.1 |
| By Discretionary | ||
| Discretionary | 438 | 125.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 438 | 125.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.1 | |
| Total | 438 | 125.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shepherd Street Advisors LLC
✚
|
CA | 126.2 M |
|
Oak Street Advisors Inc
✚
|
SC | 126.2 M |
|
Significant Wealth Partners LLC
✚
|
IL | 126.1 M |
|
Bastion Fiduciary LLC
✚
|
125.2 M | |
|
Konza Global Advisory LLC
✚
|
KS | 125.2 M |
|
Seedsafe Financial LLC
✚
|
125.2 M | |
|
Axiom Wealth Strategies LLC
✚
|
OR | 124.7 M |
|
APO Financial Services LLC
✚
|
CO | 124.3 M |
|
Cardea Capital Advisors LLC
✚
|
FL | 124.2 M |
|
Peterson Financial Services LLC
✚
|
CO | 124.0 M |