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44 North Capital, LLC

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Client assets under management

$121,979,550

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Clients

425

51% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

213

Very High

Average account size

$287,011

About

44 North Capital provides discretionary investment management, financial planning, and consulting to a mix of clients including individuals, high‑net‑worth clients, trusts, retirement plans, and institutional accounts. The firm also selects and monitors third‑party independent managers and offers ERISA plan advisory and consulting services.

The brochure states that, as of December 31, 2025, 44 North managed approximately $125,122,374 across roughly 438 accounts, and that all accounts are managed on a discretionary basis and through the firm’s wrap program. Investment work draws on both active and passive approaches—using fundamental, technical, macroeconomic, and tactical asset‑allocation techniques—and may include options, alternatives, and cash allocations as part of portfolio construction.

A distinctive feature is that 44 North sponsors and manages its own wrap fee program, where transactional, custodial, independent manager and similar fees are absorbed by the firm, and it states accounts managed through the wrap program are handled in substantially the same manner as non‑wrap accounts. The firm also discloses a platform relationship with tru Independence for custody, reporting and transition support (including a platform fee schedule that varies with assets), and it notes specific operational policies such as not filing proofs of claim in class action lawsuits on behalf of individual client accounts.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Consulting

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Fixed fees may be charged for financial planning and consulting services

Percentage

Up to 1% annually (may be tiered, fixed flat percentage, or fixed flat dollar amount)

Other

Minimum fee: Minimum annual fee may be included as stipulated in client agreements, but no specific amount disclosed Fee-only: Fees based on assets under management or fixed fees, including fixed fees for financial planning and consulting

Main office location

44 North Capital, LLC

431 Pine Street, Suite 114

Burlington VT 05401, United States

Number of offices

2

Most active in

More info

Connecticut · Florida · Massachusetts · Vermont

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 802-300-0614

Advisors at this firm

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Alexandra F

CFP®, Series 66

Burlington, VT

44 North Capital, LLC

Alexandra Forest is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at 44 North Capital, LLC and has previously been employed by Bank of America, Merrill Lynch, and Mass Mutual among others. Outside of her advisory role, she is a limited partner in a management LLC unrelated to investment activities. 44 North Capital, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individual, high-net-worth, institutional, and retirement plan clients. The firm employs a multifaceted investment approach that includes fundamental and technical analysis, tactical asset allocation, and active management.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Jonathan L

CFP®, Series 66

Burlington, VT

44 North Capital, LLC

Jonathan Landry is a CFP® with 14 years of industry experience, currently serving as a financial advisor at 44 North Capital, LLC since 2023. Prior to joining 44 North Capital, he worked at Bank of America and Merrill Lynch from 2011 to 2023. 44 North Capital, LLC offers discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth investors, institutions, trusts, estates, and retirement plans. The firm employs a multi-faceted investment approach combining fundamental, cyclical, charting, and technical analysis across various asset classes and actively manages portfolios with continuous oversight tailored to client objectives.

Active portfolio management Options & derivatives strategies Private / alternative investments
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