44 NORTH CAPITAL, LLC

431 Pine Street
Suite 114
Burlington, Vermont 05401
Tel: 971-371-3450

About 44 NORTH CAPITAL, LLC

44 NORTH CAPITAL, LLC, formally registered with the SEC as 44 NORTH CAPITAL, LLC. The firm was established in 08/15/2023. They have over 1 offices throughout the country.

44 NORTH CAPITAL, LLC is a Burlington, Vermont based Financial Planning firm with nearly $104,480,973 assets under management, offering retirement planning & investment advisory services to 327 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327552
SEC#	801-128572
Assets Managed by Firm	$104,480,973
No. of Clients	327
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	327	$104,480,973
Individuals (other than high net worth individuals)	24	$18,532,126
High net worth individuals	63	$84,771,596
Corporations or other businesses	Fewer than 5 clients	$1,177,251

More Retirement Planning firms in Burlington, Vermont:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NLG CAPITAL, INC. One National Life Drive Montpelier, VT, 05604	$35,941,367,795	8	43
CHAMPLAIN INVESTMENT PARTNERS, LLC 180 Battery Street, Suite 400 Burlington, VT, 05401-5334	$17,319,756,035	119	42
MANCHESTER CAPITAL MANAGEMENT LLC 3657 Main Street Manchester, VT, 05254	$3,688,455,226	1684	37
ESI FINANCIAL ADVISORS One National Life Drive Montpelier, VT, 05604	$2,124,751,345	11558	450
MAPLE CAPITAL MANAGEMENT, INC. 535 Stone Cutters Way Montpelier, VT, 05602	$1,723,412,484	2649	23

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