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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 3522 | 313 |
| 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.