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| Happy Holidays!! thanks for using AUM13F!! |
| 55 North Private Wealth LLC
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|---|---|
| CRD # | 325325 |
| SEC # | 801-132533 |
| CIK # | |
| AUM | $366.8 M (2025-06-06) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 407-960-4769 |
| Address | 268 W New England Avenue Winter Park, FL 32789 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 24.6 |
| (b) Individuals (high net worth individuals) | 79 | 310.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 31.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 557 | 366.8 |
| By Discretionary | ||
| Discretionary | 521 | 315.8 |
| Non-Discretionary | 36 | 50.9 |
| Total | 557 | 366.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 366.8 | |
| Total | 557 | 366.8 |
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|---|---|---|
|
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0.4 | |
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FL | 0.4 |
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|
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UT | 0.4 |
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CA | 0.4 |
|
Robinswood Financial LLC
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WA | 0.4 |
|
Congress Park Capital LLC
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NY | 0.4 |
|
Financial Consultants & Advisory Corporation
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|
IN | 0.4 |
|
Exeter Financial LLC
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AZ | 0.4 |
|
KKM Financial LLC
✚
|
IL | 0.4 |