55 NORTH PRIVATE WEALTH

Overview

55 North Private Wealth is an independent registered investment adviser organized as a limited liability company and structured to serve both individuals and institutional clients. The firm operates on a percentage-of-AUM fee model and provides core advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. It identifies as a capital allocator, which is reflected in the use of external managers for alternative exposures. Investment activity is centered on equities, with a clear tilt toward exchange‑traded products as the primary implementation tool. The manager profile suggests a core-sleeve approach: broad-market and systematic ETF exposures provide the equity backbone while select individual equities supplement those positions. The firm does not position itself as an active ESG investor.

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Location & Offices