NORTH FORTY TWO & CO.

Overview

North Forty Two & Co is an independent registered investment adviser that provides fee-based financial planning and discretionary portfolio management for individuals, families and small business owners. The firm runs a concentrated, manager-driven model that favors pooled public funds and mutual funds as the primary building blocks of client portfolios, supplemented by corporate debt for fixed-income exposure and third‑party real estate strategies for alternative return streams. North Forty Two & Co charges clients a percentage of assets under management and manages assets on a fully discretionary basis for the majority of its relationships. The firm does not position itself as an ESG specialist, and it is not registered as a multi‑state adviser. Its business mix is oriented toward high‑net‑worth individuals and family accounts rather than institutional pension consulting or capital allocation mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices