46 North Financial

Overview

46 North Financial is an independent registered investment adviser operating as an LLC and owned by an individual. The firm functions as a capital allocator and serves both individual/family and institutional clients. Its fee arrangements include asset-based fees and fixed-fee engagements. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm is not positioned as an active ESG investor. 46 North Financial appears to rely on third‑party managers when appropriate, and lists an industry affiliation as an investment adviser focused on outsourced manager selection and implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives