R
CRD: 336740
Rise North Capital Investment Advisors
$50.6M Total AUM
$50.6M Disc. AUM
-- 3Y CAGR
15 Employees
408 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2025
- Office Locations
- 3
Office Locations
25 Braintree Hill Office Park Braintree MA
61 Spit Brook RD Suite 300 Nashua NH
61 Split Brook RD STE 300 Nashau NH
About Rise North Capital Investment Advisors
Rise North Capital Investment Advisors is a Braintree-based RIA with 3 offices. The firm has been operating for 0 years. Managing $50.6M in total assets under management, with 12 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
47 AVG AGE
$4.2M AVG AUM / ADVISOR
$123.9K AVG AUM / CLIENT
0.5 yrs AVG TENURE
15 Employees
12 Advisory Reps
12 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SABRINA ASHLEY LOGAN
Managing Member
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
C
CATHERINE ENGLISH DOLPHYN
Chief Compliance Officer
- CRD
- #3234468
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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BRENDAN SHEA BAYRON
--
- CRD
- #7287860
Available
Available
Available
J
Jacob Ciechon
--
- CRD
- #7715088
Available
Available
Available
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,556,312 | $123,913 |
| Non-Discretionary | $0 | -- |
| Total | $50,556,312 | $123,913 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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