44 NORTH CAPITAL, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $125.1M |
| Discretionary | $125.1M100% of AUM |
| Client Accounts | 438 |
| Avg Account Size | $286K |
| Employees | 3 |
| Peak AUM | $125.1MMar 2026 |
AUM by Client Type
Total AUM
$125M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $125M | +9.8% | — | — | |
| Discretionary AUM | $125M | ||||
Key Metrics
| Total AUM | $125.1M |
| Discretionary | $125.1M |
| Employees | 3 |
| Client Accounts | 438 |
| Client Range | 101-250 |
Contact & Location
Address
431 PINE STREET
BURLINGTON VT 05401
Phone
802-300-0614
Filing History
13 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$125M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Structure
No related registrations reported