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THIRTYNORTH INVESTMENTS, LLC
CRD 155355File 801-71921
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$467.8M
Above cohort median (national)
Discretionary AUM
$345.8M
Non-discretionary $122.0M
Clients
238
635 accounts
Employees
6
Above cohort median in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 23, 2010
- Principal office
- 1460 ENERGY CENTRE, 1100 POYDRAS STREET, NEW ORLEANS, LA, 70163
- Phone
- 504-528-3685
- Website
- HTTP://WWW.THIRTYNORTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $467.8M
- Discretionary AUM
- $345.8M
- Non-discretionary AUM
- $122.0M
- Discretionary accounts
- 630
- Non-discretionary accounts
- 5
- Total accounts
- 635
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.8M |
| Charitable organizations | Fewer than 5 | $5.9M |
| High net worth individuals | 70 | $204.9M |
| Pension and profit sharing plans | 18 | $218.6M |
| Individuals (other than high net worth individuals) | 144 | $35.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 155 | 238 | increased by83 |
| Apr 1, 2026 | AUM | $343,523,000 | $467,782,000 | increased by$124,259,000 |
| Apr 1, 2026 | Accounts | 371 | 635 | increased by264 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 136 | 155 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $287,711,000 | $343,523,000 | increased by$55,812,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 321 | 371 | increased by50 |
| Apr 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2022 | AUM | $217,629,000 | $287,711,000 | increased by$70,082,000 |
| Apr 1, 2022 | Accounts | 290 | 321 | increased by31 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “THIRTYNORTH INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“THIRTYNORTH INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.