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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $27.9B | $27.9B | $0 | 76 | 39 |
| Mar 2025 | $27.9B | $27.9B | $0 | 76 | 39 |
| Sep 2024 | $17.5B | $17.5B | $0 | 74 | 35 |
| May 2024 | $17.5B | $17.5B | $0 | 74 | 35 |
| Mar 2024 | $17.5B | $17.5B | $0 | 74 | 35 |
| Nov 2023 | $8.6B | $8.6B | $0 | 54 | 30 |
| Jun 2023 | $8.6B | $8.6B | $0 | 54 | 30 |
| Mar 2023 | $8.6B | $8.6B | $0 | 54 | 30 |
| Nov 2022 | $4.6B | $4.6B | $0 | 35 | 21 |
| Sep 2022 | $4.6B | $4.6B | $0 | 35 | 21 |
| Mar 2022 | $4.6B | $4.6B | $0 | 35 | 21 |
| Feb 2022 | $1.4B | $1.4B | $0 | 25 | 15 |
| Dec 2021 | $1.4B | $1.4B | $0 | 25 | 15 |
| Oct 2021 | $1.4B | $1.4B | $0 | 25 | 15 |
| Jul 2021 | $1.4B | $1.4B | $0 | 25 | 15 |
| May 2021 | $1.4B | $1.4B | $0 | 25 | 15 |
| Mar 2021 | $1.4B | $1.4B | $0 | 25 | 15 |
| Jan 2021 | $315.1M | $315.1M | $0 | 16 | 0 |
| Dec 2020 | $315.1M | $315.1M | $0 | 16 | 0 |
| Jun 2020 | $315.1M | $315.1M | $0 | 16 | 0 |
| Jun 2020 | $315.1M | $315.1M | $0 | 16 | 0 |
| Mar 2020 | $315.1M | $315.1M | $0 | 16 | 0 |
| Feb 2020 | $155.6M | $155.6M | $0 | 13 | 0 |
| Mar 2019 | $155.6M | $155.6M | $0 | 13 | 0 |
| Nov 2018 | $81.2M | $81.2M | $0 | 13 | 0 |
| Jun 2018 | $81.2M | $81.2M | $0 | 13 | 0 |
| Apr 2018 | $38.7M | $38.7M | $0 | 10 | 0 |
| Dec 2017 | $38.7M | $38.7M | $0 | 10 | 0 |
| Oct 2017 | $38.7M | $38.7M | $0 | 9 | 0 |
| Sep 2017 | $38.7M | $38.7M | $0 | 9 | 1 |
| Aug 2017 | $36.1M | $36.1M | $0 | 9 | 1 |
| Jul 2017 | $36.1M | $36.1M | $0 | 9 | 1 |
| Jun 2017 | $30M | $30M | $0 | 9 | 1 |
| Jun 2017 | $30M | $30M | $0 | 9 | 1 |
| Apr 2017 | $0 | $0 | $0 | 12 | 0 |
| Mar 2017 | $0 | $0 | $0 | 12 | 0 |
DateAug 2025
Total AUM$27.9B
Discretionary$27.9B
Non-Disc.$0
Employees76
Clients39
DateMar 2025
Total AUM$27.9B
Discretionary$27.9B
Non-Disc.$0
Employees76
Clients39
DateSep 2024
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$0
Employees74
Clients35
DateMay 2024
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$0
Employees74
Clients35
DateMar 2024
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$0
Employees74
Clients35
DateNov 2023
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees54
Clients30
DateJun 2023
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees54
Clients30
DateMar 2023
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees54
Clients30
DateNov 2022
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees35
Clients21
DateSep 2022
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees35
Clients21
DateMar 2022
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees35
Clients21
DateFeb 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients15
DateDec 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients15
DateOct 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients15
DateJul 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients15
DateMay 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients15
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees25
Clients15
DateJan 2021
Total AUM$315.1M
Discretionary$315.1M
Non-Disc.$0
Employees16
Clients0
DateDec 2020
Total AUM$315.1M
Discretionary$315.1M
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$315.1M
Discretionary$315.1M
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$315.1M
Discretionary$315.1M
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$315.1M
Discretionary$315.1M
Non-Disc.$0
Employees16
Clients0
DateFeb 2020
Total AUM$155.6M
Discretionary$155.6M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$155.6M
Discretionary$155.6M
Non-Disc.$0
Employees13
Clients0
DateNov 2018
Total AUM$81.2M
Discretionary$81.2M
Non-Disc.$0
Employees13
Clients0
DateJun 2018
Total AUM$81.2M
Discretionary$81.2M
Non-Disc.$0
Employees13
Clients0
DateApr 2018
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees10
Clients0
DateDec 2017
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees10
Clients0
DateOct 2017
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees9
Clients1
DateAug 2017
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees9
Clients1
DateJul 2017
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees9
Clients1
DateJun 2017
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees9
Clients1
DateJun 2017
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees9
Clients1
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0