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| 55 North Private Wealth LLC
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|---|---|
| CRD # | 325325 |
| SEC # | 801-132533 |
| CIK # | 0002106457 |
| AUM | 581.3 M (2026-03-27) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 407-960-4769 |
| Address | 268 W New England Avenue Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002106457 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.6 | ||
| Apple Inc | 7.6 | ||
| Microsoft Corp | 4.6 | ||
| Amazon Com Inc | 3.9 | ||
| Alphabet Inc | 3.3 | ||
| Broadcom Inc | 2.8 | ||
| Alphabet Inc | 2.7 | ||
| Bank of America Corp /DE/ | 2.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 23.5 |
| (b) Individuals (high net worth individuals) | 102 | 517.2 |
| (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 | 32.8 |
| (h) Charitable organizations | 0 | 7.9 |
| (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 | 697 | 581.3 |
| By Discretionary | ||
| Discretionary | 652 | 525.7 |
| Non-Discretionary | 45 | 55.7 |
| Total | 697 | 581.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 581.3 | |
| Total | 697 | 581.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002106457] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 9 |
| Serves | Institutional, Retail |
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|---|---|---|
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