44 North Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$121,979,550
Clients
425
Advisors
2
across 2 offices
About
44 North Capital manages approximately $125 million for several hundred client accounts and serves a mix of individuals (including high‑net‑worth clients), trusts, estates, retirement plan participants, and institutional clients. The firm offers discretionary investment management, financial planning and consulting, ERISA/retirement‑plan advisory services, and selection of third‑party independent managers.
The firm works from a client profile to set objectives and deploys continuous, discretionary portfolio management that combines fundamental, macroeconomic, technical analysis and both active and passive strategies. Portfolios may include equities, fixed income, alternatives, options, and tactical asset allocation, and the firm monitors accounts on an ongoing basis with periodic reviews and integrated financial planning when engaged.
A noteworthy operational feature is that 44 North sponsors and manages the 44 North Capital Wrap Program (with a separate Wrap Brochure referenced in the ADV), meaning certain transactional, custodial, and Independent Manager fees are absorbed by the firm for wrap accounts. Its ADV also discloses a platform relationship with tru Independence (including a platform fee schedule that changes with assets), references client periodicals and third‑party ratings in its materials, and states it will not file class‑action proofs of claim for individual client accounts, items that distinguish its disclosure and service mix from many peers.
Client services
Expertise
Occupation focus
Fee options
Fixed flat dollar amounts possible for investment management and financial planning services, specifics not stated.
Up to 1.25% annually (may be flat percentage or tiered schedule)
Minimum fee: Minimum annual fees may apply as stipulated in client agreements but no specific amount stated. Fee-only: Fees based on assets under management or fixed fees; financial planning and consulting fees can be fixed or asset-based.
Main office
See office431 Pine Street, Suite 114
Burlington VT 05401
Advisors at this office
1
Offices (2)
Most active in
Connecticut · Florida · Massachusetts · New Hampshire · Vermont
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Alexandra F
CFP®, Series 66
Palm Beach Gardens, FL
44 North Capital, LLC
Alexandra Forest is a CFP® with 11 years of industry experience, currently serving as a financial advisor at 44 North Capital, LLC. She has previously worked at Bank of America, Merrill, Mass Mutual, and NFP Advisor Services. 44 North Capital manages approximately $125 million across several hundred client accounts, serving individuals, trusts, estates, retirement plan participants, and institutional clients. The firm employs a client profile-driven approach with continuous discretionary portfolio management that integrates fundamental, macroeconomic, and technical analysis using both active and passive strategies.
Jonathan L
CFP®, Series 66
Burlington, VT
44 North Capital, LLC
Jonathan Landry is a CFP® and Series 66 registered financial advisor at 44 North Capital, LLC with 14 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch from 2011 to 2023. 44 North Capital manages approximately $125 million across several hundred client accounts, serving individuals, trusts, estates, retirement plans, and institutional clients. The firm provides discretionary investment management and financial planning, using a combination of fundamental, macroeconomic, and technical analysis alongside active and passive strategies.
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