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| Thirtynorth Investments LLC
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| |
|---|---|
| CRD # | 155355 |
| SEC # | 801-71921 |
| CIK # | |
| AUM | $311.0 MM (2024-08-13) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 504-528-3685 |
| Address | 1460 Energy Centre New Orleans, LA 70163 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 11.0 |
| (b) Individuals (high net worth individuals) | 65 | 124.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 167.4 |
| (h) Charitable organizations | 4 | 4.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 360 | 311.0 |
| By Discretionary | ||
| Discretionary | 357 | 218.3 |
| Non-Discretionary | 3 | 92.7 |
| Total | 360 | 311.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 311.0 | |
| Total | 360 | 311.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CMG Global Holdings LLC
✚
|
TX | 0.3 |
|
Fellowship Financial Planning LLC
✚
|
WA | 0.3 |
|
JJP Capital Management Inc
✚
|
MO | 0.3 |
|
Ruggaard & Associates LLC
✚
|
OH | 0.3 |
|
TL Private Wealth LLC
✚
|
TX | 0.3 |
|
MGB Wealth Management LLC
✚
|
TX | 0.3 |
|
Potentia RIA LLC
✚
|
CA | 0.3 |
|
Front Row Advisors LLC
✚
|
CA | 0.3 |
|
Signet Investment Advisory Group Inc
✚
|
RI | 0.3 |
|
Exchange Place Advisors LLC
✚
|
MA | 0.3 |