44 North Capital, LLC

44 North Capital, LLC is a privately owned investment advisory firm headquartered in Burlington, VT, established in 2023 and registered with the U.S. Securities and Exchange Commission. The firm manages approximately $113,955,548 in assets on a discretionary basis. Services offered include discretionary investment management, financial planning, and consulting. Investment strategies include fundamental, cyclical, charting, and technical analysis, with a focus on diversification and both passive and active management. The firm may utilize options, alternative investments, and various strategies like tactical asset allocation and cash as a strategic asset. Clients can choose between discretionary or non-discretionary management. The firm does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. Clients have the option to direct brokerage transactions, and the firm does not impose a minimum account size. 44 North Capital does not pay referral fees and has no disciplinary information to report. The firm has custody of client funds when authorized and accepts discretionary authority over client accounts. Voting of proxies and handling of class action lawsuits are part of the firm's services. Financially, the firm does not require prepayment of fees exceeding $1,200 per client and has a stable financial condition.