NORTH FORTY INVESTMENT ADVISORS LLC

NORTH FORTY INVESTMENT ADVISORS LLC is an SEC-registered investment adviser (CRD 306107). Regulatory assets under management: $27.9M.

Registration

• CRD: 306107
• Type: Registered investment adviser
• Phone: 630-269-4267
• Latest filing: 2026-02-24
• Regulatory AUM: $27.9M
• Discretionary AUM: $27.9M
• Clients: 1
• Accounts: 61

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306107 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search