A complete list of active advisors currently associated with 44 North Capital, LLC

Warmer can help you find a great advisor at 44 North Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at 44 North Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.