55ip
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 286620
- Registered since
- April 13, 2017
- Website
- www.55-ip.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Other Investment Advisers93.85%
- Other6.15%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
55ip operates as a limited liability company that registered with the SEC in 2017. The firm serves an institutional client base while also providing portfolio management for individuals, small businesses, and business or institutional clients. Its revenue model includes percentage-of-AUM fees, fixed fees and other fee arrangements. The adviser does not identify as an active ESG investor and is not a multi-state adviser. The firm's regulatory and business footprint extends across multiple industry roles: it lists affiliations or activities tied to broker-dealers, other investment advisers, swap dealer and commodity/futures capacities, banking or trust institutions, insurance companies, pension consulting, real estate brokerage and sponsoring or managing pooled investment vehicles. That mix suggests 55ip participates in both advisory and capital markets infrastructure rather than operating purely as a single-product manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
Owners & executives
1 of 1Gautam Sachdev
Chief Executive OfficerCRD 6396314
Contacts
3 of 4Thomas Kandybowicz
ManagementCRD 5417986
Thomas D'amico
FinanceCRD 8059765
Melissa Schiffman
Executive DirectorCRD 5446247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 314Active vs passive
$3.4B in ETFs
98%
$3.4B
2%
$72.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $389M | 1,084,836 | 11.32% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Liberty Sq
- Time zone
- ET (UTC-5)
- Office locations
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