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| Happy Holidays!! thanks for using AUM13F!! |
| Thirtynorth Investments LLC
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|---|---|
| CRD # | 155355 |
| SEC # | 801-71921 |
| CIK # | |
| AUM | $343.5 M (2025-03-10) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 504-528-3685 |
| Address | 1460 Energy Centre New Orleans, LA 70163 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 13.8 |
| (b) Individuals (high net worth individuals) | 57 | 139.1 |
| (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 | 17 | 182.5 |
| (h) Charitable organizations | 4 | 5.2 |
| (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 | 2 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 371 | 343.5 |
| By Discretionary | ||
| Discretionary | 368 | 249.1 |
| Non-Discretionary | 3 | 94.4 |
| Total | 371 | 343.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 343.5 | |
| Total | 371 | 343.5 |
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|---|---|---|
|
Reframe Wealth LLC
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VA | 0.3 |
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Mokosak Advisory Group LLC
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IA | 0.3 |
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Signet Investment Advisory Group Inc
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RI | 0.3 |
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TA Capital Management LLC
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NJ | 0.3 |
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Guardian Wealth Management LLC
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TN | 0.3 |
|
Veripax Wealth Management Inc
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CA | 0.3 |
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CMG Global Holdings LLC
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TX | 0.3 |
|
Envision Capital Management Inc
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0.3 | |
|
Platt Wealth Management LLC
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CA | 0.3 |
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Lowery Thomas LLC
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|
0.3 |