55ip

RIASEC RegisteredEst. 2017
Total AUM
$36.7B
Discretionary
$36.7B
100% of AUM
Avg account
$413K
Accounts
88,930
Employees
86
Advisory reps
5

Firm details

Headquarters
Boston, Massachusetts
CRD number
286620
Registered since
April 13, 2017
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

FINTRX

Overview

55ip is an institutional-registered investment adviser organized as a limited liability company and SEC-registered since 2017. The firm primarily serves institutional clients but also provides portfolio management for individuals, small businesses, and other business or institutional accounts. Its fee model is multi-faceted (percentage of AUM, fixed fees and other fee arrangements), and it does not identify as an active ESG investor. The firm’s business footprint extends across a wide set of industry roles and relationships: broker-dealer linkages, registered security-based swap activity, commodity and futures sponsor/manager roles (CPO/CTA, FCM), banking or trust relationships, insurance company connections, pension consulting, real estate brokerage, and sponsorship or management of pooled investment vehicles. That breadth suggests 55ip operates both as an allocator/manager and as a participant in transactional and sponsored-vehicle activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 96%, Cash & Cash Equivalents 3%, Exchange Traded Equities 1%96%
  • Public Funds/Mutual Funds96%
  • Cash & Cash Equivalents3%
  • Exchange Traded Equities1%

Owners & executives

1 of 1
  • Gautam Sachdev

    Chief Executive OfficerCRD 6396314

Contacts

3 of 4
  • Thomas Kandybowicz

    ManagementCRD 5417986

  • Thomas D'amico

    FinanceCRD 8059765

  • Melissa Schiffman

    Executive DirectorCRD 5446247

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 314

Active vs passive

$3.4B in ETFs

Passive

98%

$3.4B

Active

2%

$72.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$389M1,084,83611.32%

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth