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THIRTYNORTH INVESTMENTS, LLC
CRD 155355File 801-71921
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.