RIA Intelligence

55I, LLC

Legal name: 55IP

CRD #286620 SEC #801-110302 BOSTON, MA 617-960-9559
SEC Registered
Total AUM
$27.9B
Discretionary
$27.9B
Employees
76
Clients
--
Accounts
72,318

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 22, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
BAIRATHI, SWATIICHIEF PRODUCT OFFICERNA Control
D'Amico, ThomasIFINANCENA
D'Amico, ThomasIFINANCENA
DESCOTEAUX, DIANNEICHIEF COMPLIANCE OFFICERNA Control
DESCOTEAUX, DIANNEICHIEF COMPLIANCE OFFICERNA Control
DESCOTEAUX, DIANNEICHIEF COMPLIANCE OFFICERNA Control
DESCOTEAUX, DIANNEICHIEF COMPLIANCE OFFICERNA Control
DESCOTEAUX, DIANNEICHIEF COMPLIANCE OFFICERNA
DESCOTEAUX, DIANNEICHIEF COMPLIANCE OFFICERNA
DESCOTEAUX, DIANNEICHIEF COMPLIANCE OFFICERNA
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICEONA Control
GAMBLE, PAUL, ALEXANDERICHIEF EXECUTIVE OFFICERNA Control
GAMBLE, PAUL, ALEXANDERICHIEF EXECUTIVE OFFICERNA Control
GAMBLE, PAUL, ALEXANDERICHIEF EXECUTIVE OFFICERNA Control
GAMBLE, PAUL, ALEXANDERICHIEF EXECUTIVE OFFICERNA Control
GAMBLE, PAUL, ALEXANDERICHIEF EXECUTIVE OFFICERNA Control
GAMBLE, PAUL, ALEXANDERICHIEF EXECUTIVE OFFICERNA Control
GAMBLE, PAUL, ALEXANDERICHIEF EXECUTIVE OFFICERNA Control
GAMBLE, PAUL, ALEXANDERICHIEF EXECUTIVE OFFICERNA Control
GAMBLE, PAUL, ALEXANDERICHIEF EXECUTIVE OFFICERNA Control
GAMBLE, PAUL, ALEXANDERICHIEF EXECUTIVE OFFICERNA Control
GAMBLE, PAUL, ALEXANDERICHIEF EXECUTIVE OFFICERNA Control
GAMBLE, PAUL, ALEXANDERICHIEF EXECUTIVE OFFICERNA Control
KANDYBOWICZ, THOMAS, PAULIPLATFORM MANAGEMENTNA Control
KANDYBOWICZ, THOMAS, PAULIPLATFORM MANAGEMENTNA Control
KANDYBOWICZ, THOMAS, PAULIPLATFORM MANAGEMENTNA Control
LAVINE, BRUCE, IVINSICEO AND CHIEF COMPLIANCE OFFICERNA Control
LAVINE, BRUCE, IVINSICEO AND CHIEF COMPLIANCE OFFICERNA Control
LEKSTUTIS, CARMINEIASSISTANT GENERAL COUNSELNA
LEKSTUTIS, CARMINEIASSISTANT GENERAL COUNSELNA
LEKSTUTIS, CARMINEIASSISTANT GENERAL COUNSELNA
LEKSTUTIS, CARMINEIASSISTANT GENERAL COUNSELNA
LEKSTUTIS, CARMINEIASSISTANT GENERAL COUNSELNA
LEKSTUTIS, CARMINEIASSISTANT GENERAL COUNSELNA
LEKSTUTIS, CARMINEIASSISTANT GENERAL COUNSELNA
LEKSTUTIS, CARMINEIASSISTANT GENERAL COUNSELNA
LEKSTUTIS, CARMINEIASSISTANT GENERAL COUNSELNA
LEKSTUTIS, CARMINEIASSISTANT GENERAL COUNSELNA
LEKSTUTIS, CARMINEIASSISTANT GENERAL COUNSELNA
LEKSTUTIS, CARMINEIASSISTANT GENERAL COUNSELNA
NAIR, VINAY, BALAGOPALICHAIRMANNA Control
NAIR, VINAY, BALAGOPALICHAIRMANNA Control
NAIR, VINAY, BALAGOPALICHAIRMANNA Control
NAIR, VINAY, BALAGOPALICHAIRMANNA Control
NAIR, VINAY, BALAGOPALICHAIRMANNA Control
NAIR, VINAY, BALAGOPALICHAIRMANNA Control
NAIR, VINAY, BALAGOPALICHAIRMANNA Control
NAIR, VINAY, BALAGOPALICHAIRMANNA Control
NAIR, VINAY, BALAGOPALICHAIRMANNA Control
NAIR, VINAY, BALAGOPALICHAIRMANNA Control
NAIR, VINAY, BALAGOPALICHAIRMANNA Control
NAIR, VINAY, BALAGOPALICHAIRMANNA Control
NAIR, VINAY, BALAGOPALICHAIRMANNA Control
NAIR, VINAY, BALAGOPALICHAIRMANNA Control
OPOLSKI, STEFAN, EICONTROLLERNA Control
OPOLSKI, STEFAN, EICONTROLLERNA Control
OPOLSKI, STEFAN, EICONTROLLERNA Control
OPOLSKI, STEFAN, EICONTROLLERNA Control
OPOLSKI, STEFAN, EICONTROLLERNA Control
OPOLSKI, STEFAN, EICONTROLLERNA Control
OPOLSKI, STEFAN, EICONTROLLERNA Control
PADDON, JAMES, WALLACEICOONA Control
PADDON, JAMES, WALLACEICOONA Control
PADDON, JAMES, WALLACEICOO/CCONA Control
PADDON, JAMES, WALLACEICOO/CCONA Control
PADDON, JAMES, WALLACEICOO/CCONA Control
PADDON, JAMES, WALLACEICOO/CCONA Control
PADDON, JAMES, WALLACEICOO/CCONA Control
SACHDEV, GAUTAMICHIEF EXECUTIVE OFFICERNA Control
SACHDEV, GAUTAMICHIEF EXECUTIVE OFFICERNA Control
SACHDEV, GAUTAMICHIEF EXECUTIVE OFFICERNA Control
SHAH, SACHIN, AICHIEF COMPLIANCE OFFICER/PRESIDENT/COONA Control
SHAH, SACHIN, AICHIEF COMPLIANCE OFFICER/PRESIDENTNA Control
SHAH, SACHIN, AICHIEF COMPLIANCE OFFICER/PRESIDENT/COONA Control
SHAH, SACHIN, AICHIEF COMPLIANCE OFFICER/PRESIDENTNA Control
SHAH, SACHIN, AICRONA Control
SHAH, SACHIN, AICRONA Control
SHAH, SACHIN, AICHIEF COMPLIANCE OFFICER/PRESIDENT/COONA Control
SHAH, SACHIN, AICRONA Control
SHAH, SACHIN, AICRONA Control
SHAH, SACHIN, AICRONA Control
SHAH, SACHIN, AICOO/CCONA Control
SHAH, SACHIN, AICOO/CCONA Control
SHAH, SACHIN, AICOO/CCONA Control
SHAH, SACHIN, AICOO/CCONA Control
SHAH, SACHIN, AICOONA Control
SHAH, SACHIN, AICOONA Control
SHAH, SACHIN, AICOO/CCONA Control
SHAH, SACHIN, AICOONA Control
SHAH, SACHIN, AICOONA Control
SHAH, SACHIN, AICOONA Control
SHAH, SACHIN, AICOONA Control
SHAH, SACHIN, AICOONA Control
SHAH, SACHIN, AICHIEF OPERATING OFFICERNA Control
SHAH, SACHIN, AICHIEF OPERATING OFFICERNA Control
SHAH, SACHIN, AICHIEF OPERATING OFFICERNA Control
SHAH, SACHIN, AICHIEF OPERATING OFFICERNA Control
SHAH, SACHIN, AICHIEF OPERATING OFFICERNA Control
SHAH, SACHIN, AICHIEF OPERATING OFFICERNA Control
SHAH, SACHIN, AICHIEF OPERATING OFFICERNA Control
SHAH, SACHIN, AICHIEF OPERATING OFFICERNA Control
SHAH, SACHIN, AICHIEF OPERATING OFFICERNA Control
SHAH, SACHIN, AICHIEF OPERATING OFFICERNA Control
SHAH, SACHIN, AICHIEF OPERATING OFFICERNA Control
SHAH, SACHIN, AICHIEF OPERATING OFFICERNA Control
SHAH, SACHIN, AICHIEF OPERATING OFFICERNA Control
Schiffman, MelissaICHIEF COMPLIANCE OFFICERNA
Schiffman, MelissaICHIEF COMPLIANCE OFFICERNA
Schiffman, MelissaICHIEF COMPLIANCE OFFICERNA
Schiffman, MelissaICHIEF COMPLIANCE OFFICERNA
Schiffman, MelissaICHIEF COMPLIANCE OFFICERNA
Schiffman, MelissaICHIEF COMPLIANCE OFFICERNA
Schiffman, MelissaICHIEF COMPLIANCE OFFICERNA
Schiffman, MelissaICHIEF COMPLIANCE OFFICERNA
Schiffman, MelissaICHIEF COMPLIANCE OFFICERNA
Schiffman, MelissaICHIEF COMPLIANCE OFFICERNA
Schiffman, MelissaICHIEF COMPLIANCE OFFICERNA
Schiffman, MelissaICHIEF COMPLIANCE OFFICERNA
Schiffman, MelissaICHIEF COMPLIANCE OFFICERNA
Schiffman, MelissaICHIEF COMPLIANCE OFFICERNA
Schiffman, MelissaICHIEF COMPLIANCE OFFICERNA
55 INSTITUTIONAL PARTNERS, LLCDEMANAGING MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDEMANAGING MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDEMANAGING MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDEMANAGING MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDEMANAGING MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
55 INSTITUTIONAL PARTNERS, LLCDESOLE MEMBERE Control
LVH, LLCDEOWNERE Control
LVH, LLCDEMANAGING MEMBERE Control
NAIR, VINAY, BALAGOPALIMANAGING MEMBERB Control
NAIR, VINAY, BALAGOPALIMANAGING MEMBERB Control
NAIR, VINAY, BALAGOPALIMANAGING MEMBERB Control
NAIR, VINAY, BALAGOPALIMANAGING MEMBERB Control
NAIR, VINAY, BALAGOPALIMANAGING MEMBERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
JP MORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.DE55 INSTITUTIONAL PARTNERS, LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE & CO.DEJPMORGAN CHASE HOLDINGS LLCE Control
JPMORGAN CHASE HOLDINGS LLCDEJP MORGAN ASSET MANAGEMENT HOLDINGS INC.E Control
JPMORGAN CHASE HOLDINGS LLCDEJPMORGAN ASSET MANAGEMENT HOLDINGS INC.E Control
JPMORGAN CHASE HOLDINGS LLCDEJPMORGAN ASSET MANAGEMENT HOLDINGS INC.E Control
JPMORGAN CHASE HOLDINGS LLCDEJPMORGAN ASSET MANAGEMENT HOLDINGS INC.E Control
JPMORGAN CHASE HOLDINGS LLCDEJPMORGAN ASSET MANAGEMENT HOLDINGS INC.E Control
JPMORGAN CHASE HOLDINGS LLCDEJPMORGAN ASSET MANAGEMENT HOLDINGS INC.E Control
JPMORGAN CHASE HOLDINGS LLCDEJPMORGAN ASSET MANAGEMENT HOLDINGS INC.E Control
JPMORGAN CHASE HOLDINGS LLCDEJPMORGAN ASSET MANAGEMENT HOLDINGS INC.E Control
JPMORGAN CHASE HOLDINGS LLCDEJPMORGAN ASSET MANAGEMENT HOLDINGS INC.E Control
JPMORGAN CHASE HOLDINGS LLCDEJPMORGAN ASSET MANAGEMENT HOLDINGS INC.E Control
JPMORGAN CHASE HOLDINGS LLCDEJPMORGAN ASSET MANAGEMENT HOLDINGS INC.E Control
JPMORGAN CHASE HOLDINGS LLCDEJPMORGAN ASSET MANAGEMENT HOLDINGS INC.E Control
JPMORGAN CHASE HOLDINGS LLCDEJPMORGAN ASSET MANAGEMENT HOLDINGS INC.E Control
JPMORGAN CHASE HOLDINGS LLCDEJPMORGAN ASSET MANAGEMENT HOLDINGS INC.E Control
JPMORGAN CHASE HOLDINGS LLCDEJPMORGAN ASSET MANAGEMENT HOLDINGS INC.E Control
JPMORGAN CHASE HOLDINGS LLCDEJPMORGAN ASSET MANAGEMENT HOLDINGS INC.E Control
JPMORGAN CHASE HOLDINGS LLCDEJPMORGAN ASSET MANAGEMENT HOLDINGS INC.E Control

Registrations

Federal

IA
Aug 22, 2025 REGISTERED

Notice Filings (52)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV

Address

ONE LIBERTY SQUARE
SUITE 200
BOSTON, MA 02109
United States
Phone: 617-960-9559