46 North Financial

Overview

46 North Financial is an independent, owner-operated registered investment adviser organized as an LLC. The firm functions as a capital allocator for both individual/family and institutional clients, charging either a percentage of assets under management or fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers, indicating a mix of discretionary portfolio management and outsourced-manager relationships. The firm does not present itself as an ESG-focused manager and appears to operate on a relatively compact, client-focused scale rather than as a multi-state or large institutional platform. As an allocator it leverages outside managers for certain exposures and blends fee-based planning with ongoing portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives