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55IP
Legal name: 55I, LLC
CRD 286620File 801-110302
APPROVED
Custody
Disclosure events
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$36.74B
Top 10% of cohort (national)
Discretionary AUM
$36.74B
Clients
313
88,930 accounts
Employees
86
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 13, 2017
- Principal office
- ONE LIBERTY SQUARE, SUITE 200, BOSTON, MA, 02109
- Phone
- 617-960-9559
- Website
- HTTP://WWW.55-IP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $36.74B
- Discretionary AUM
- $36.74B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 88,930
- Non-discretionary accounts
- 0
- Total accounts
- 88,930
- AUM per client
- $117.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 313 | $34.48B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FLAT FEE (BASED ON TIERED ACCOUNT SIZE FEE SCHEDULE), USAGE FEES
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11A1
- Q11A2
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 3,522 | 313 | decreased by3,209 |
| Apr 1, 2026 | Employees | 76 | 86 | increased by10 |
| Apr 1, 2026 | Clients | 3,149 | 3,522 | increased by373 |
| Apr 1, 2026 | AUM | $27,921,787,334 | $36,740,224,268 | increased by$8,818,436,934 |
| Apr 1, 2026 | Accounts | 72,318 | 88,930 | increased by16,612 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 76 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 305 | 3,149 | increased by2,844 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,647,837,373 | $27,921,787,334 | increased by$23,273,949,961 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 11,015 | 72,318 | increased by61,303 |
| Apr 1, 2022 | Employees | 25 | 35 | increased by10 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 85 | 305 | increased by220 |
| Apr 1, 2022 | AUM | $1,377,462,300 | $4,647,837,373 | increased by$3,270,375,073 |
| Apr 1, 2022 | Accounts | 4,657 | 11,015 | increased by6,358 |
| 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 “55IP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“55IP” 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.