THIRTYNORTH INVESTMENTS, LLC
CRD #155355 SEC #801-71921 NEW ORLEANS, LA 504-528-3685
SEC Registered
Total AUM
$343.5M
Discretionary
$249.1M
Employees
5
Clients
25
Accounts
371
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $343.5M | $249.1M | $94.4M | 5 | 0 |
| Aug 2024 | $311M | $218.3M | $92.7M | 6 | 0 |
| May 2024 | $311M | $218.3M | $92.7M | 6 | 0 |
| Mar 2024 | $279.2M | $192.9M | $86.3M | 6 | 0 |
| Feb 2023 | $236.3M | $173.6M | $62.7M | 6 | 0 |
| Oct 2022 | $287.7M | $218.7M | $69M | 4 | 0 |
| Jun 2022 | $287.7M | $218.7M | $69M | 4 | 0 |
| Mar 2022 | $287.7M | $218.7M | $69M | 4 | 0 |
| Mar 2021 | $217.6M | $160.3M | $57.4M | 5 | 0 |
| Jun 2020 | $189.7M | $140.3M | $49.4M | 4 | 0 |
| Jun 2020 | $189.7M | $140.3M | $49.4M | 4 | 0 |
| Mar 2020 | $189.7M | $140.3M | $49.4M | 4 | 0 |
| Dec 2019 | $153.5M | $113.7M | $39.8M | 5 | 2 |
| Mar 2019 | $153.5M | $113.7M | $39.8M | 5 | 2 |
| Jun 2018 | $152.6M | $108.7M | $43.9M | 5 | 0 |
| Mar 2018 | $152.6M | $108.7M | $43.9M | 5 | 0 |
| Mar 2017 | $126.1M | $63.3M | $62.8M | 4 | 174 |
| Feb 2017 | $126.1M | $63.3M | $62.8M | 4 | 174 |
| Aug 2016 | $126.7M | $76.3M | $50.4M | 4 | 205 |
| Mar 2016 | $126.7M | $76.3M | $50.4M | 4 | 205 |
| May 2015 | $125.5M | $73M | $52.5M | 5 | 235 |
| Mar 2015 | $125.5M | $73M | $52.5M | 5 | 235 |
| Mar 2014 | $105.4M | $61.2M | $44.2M | 5 | 246 |
| Jan 2014 | $179.7M | $70.5M | $109.2M | 4 | 400 |
| Nov 2013 | $179.7M | $70.5M | $109.2M | 4 | 400 |
| Sep 2013 | $179.7M | $70.5M | $109.2M | 4 | 400 |
| Aug 2013 | $179.7M | $70.5M | $109.2M | 4 | 400 |
| Jun 2013 | $175.6M | $69.7M | $105.9M | 6 | 536 |
| Mar 2013 | $175.6M | $69.7M | $105.9M | 6 | 536 |
| Oct 2012 | $124.8M | $65.6M | $59.2M | 1 | 500 |
| Aug 2012 | $124.8M | $65.6M | $59.2M | 1 | 500 |
| Apr 2012 | $124.8M | $65.6M | $59.2M | 1 | 500 |
| Jan 2012 | $124.8M | $65.6M | $59.2M | 1 | 500 |
| Dec 2011 | $81.4M | $57.6M | $23.8M | 1 | 500 |
| Oct 2010 | $81.4M | $57.6M | $23.8M | 5 | -- |
| Oct 2010 | $81.4M | $57.6M | $23.8M | 5 | -- |
DateMar 2025
Total AUM$343.5M
Discretionary$249.1M
Non-Disc.$94.4M
Employees5
Clients0
DateAug 2024
Total AUM$311M
Discretionary$218.3M
Non-Disc.$92.7M
Employees6
Clients0
DateMay 2024
Total AUM$311M
Discretionary$218.3M
Non-Disc.$92.7M
Employees6
Clients0
DateMar 2024
Total AUM$279.2M
Discretionary$192.9M
Non-Disc.$86.3M
Employees6
Clients0
DateFeb 2023
Total AUM$236.3M
Discretionary$173.6M
Non-Disc.$62.7M
Employees6
Clients0
DateOct 2022
Total AUM$287.7M
Discretionary$218.7M
Non-Disc.$69M
Employees4
Clients0
DateJun 2022
Total AUM$287.7M
Discretionary$218.7M
Non-Disc.$69M
Employees4
Clients0
DateMar 2022
Total AUM$287.7M
Discretionary$218.7M
Non-Disc.$69M
Employees4
Clients0
DateMar 2021
Total AUM$217.6M
Discretionary$160.3M
Non-Disc.$57.4M
Employees5
Clients0
DateJun 2020
Total AUM$189.7M
Discretionary$140.3M
Non-Disc.$49.4M
Employees4
Clients0
DateJun 2020
Total AUM$189.7M
Discretionary$140.3M
Non-Disc.$49.4M
Employees4
Clients0
DateMar 2020
Total AUM$189.7M
Discretionary$140.3M
Non-Disc.$49.4M
Employees4
Clients0
DateDec 2019
Total AUM$153.5M
Discretionary$113.7M
Non-Disc.$39.8M
Employees5
Clients2
DateMar 2019
Total AUM$153.5M
Discretionary$113.7M
Non-Disc.$39.8M
Employees5
Clients2
DateJun 2018
Total AUM$152.6M
Discretionary$108.7M
Non-Disc.$43.9M
Employees5
Clients0
DateMar 2018
Total AUM$152.6M
Discretionary$108.7M
Non-Disc.$43.9M
Employees5
Clients0
DateMar 2017
Total AUM$126.1M
Discretionary$63.3M
Non-Disc.$62.8M
Employees4
Clients174
DateFeb 2017
Total AUM$126.1M
Discretionary$63.3M
Non-Disc.$62.8M
Employees4
Clients174
DateAug 2016
Total AUM$126.7M
Discretionary$76.3M
Non-Disc.$50.4M
Employees4
Clients205
DateMar 2016
Total AUM$126.7M
Discretionary$76.3M
Non-Disc.$50.4M
Employees4
Clients205
DateMay 2015
Total AUM$125.5M
Discretionary$73M
Non-Disc.$52.5M
Employees5
Clients235
DateMar 2015
Total AUM$125.5M
Discretionary$73M
Non-Disc.$52.5M
Employees5
Clients235
DateMar 2014
Total AUM$105.4M
Discretionary$61.2M
Non-Disc.$44.2M
Employees5
Clients246
DateJan 2014
Total AUM$179.7M
Discretionary$70.5M
Non-Disc.$109.2M
Employees4
Clients400
DateNov 2013
Total AUM$179.7M
Discretionary$70.5M
Non-Disc.$109.2M
Employees4
Clients400
DateSep 2013
Total AUM$179.7M
Discretionary$70.5M
Non-Disc.$109.2M
Employees4
Clients400
DateAug 2013
Total AUM$179.7M
Discretionary$70.5M
Non-Disc.$109.2M
Employees4
Clients400
DateJun 2013
Total AUM$175.6M
Discretionary$69.7M
Non-Disc.$105.9M
Employees6
Clients536
DateMar 2013
Total AUM$175.6M
Discretionary$69.7M
Non-Disc.$105.9M
Employees6
Clients536
DateOct 2012
Total AUM$124.8M
Discretionary$65.6M
Non-Disc.$59.2M
Employees1
Clients500
DateAug 2012
Total AUM$124.8M
Discretionary$65.6M
Non-Disc.$59.2M
Employees1
Clients500
DateApr 2012
Total AUM$124.8M
Discretionary$65.6M
Non-Disc.$59.2M
Employees1
Clients500
DateJan 2012
Total AUM$124.8M
Discretionary$65.6M
Non-Disc.$59.2M
Employees1
Clients500
DateDec 2011
Total AUM$81.4M
Discretionary$57.6M
Non-Disc.$23.8M
Employees1
Clients500
DateOct 2010
Total AUM$81.4M
Discretionary$57.6M
Non-Disc.$23.8M
Employees5
Clients--
DateOct 2010
Total AUM$81.4M
Discretionary$57.6M
Non-Disc.$23.8M
Employees5
Clients--