44 NORTH CAPITAL, LLC
C49
CRD 327552·SEC 801-128572·BURLINGTON, VT
AUM
$125.1M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$375K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals High Net Worth | 217 |
| Individuals Other | 208 |
| Pension Profit Sharing Plans | 9 |
| Corporations | 4 |
Operations
Advisory staff (5-yr trend)
'25 · 2 advisors
'26 · 2 advisors
'25'26
2 advisors → 2 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (24)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 45,300 |
| Returns | 3,790 |
Stub 2
| AGI | 138,734 |
| Returns | 3,710 |
Stub 3
| AGI | 133,916 |
| Returns | 2,200 |