# 55IP

> 55IP is an SEC-registered investment advisory firm in Boston, MA, registered since 2017, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 286620
- Legal name: 55I, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286620
- AdvisorCensus page: https://advisorcensus.com/firm/55ip-boston-ma-286620

## Quick answers

**How is 55IP compensated?**
On its Form ADV (Item 5.E, October 2026), 55IP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is 55IP located?**
55IP's principal office is in Boston, MA, according to its Form ADV; the July 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is 55IP registered with the SEC or a state?**
55IP is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286620.

**How much does 55IP manage?**
55IP reports $36,740,224,268 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**How have 55IP's assets and staff changed since 2021?**
In the Form ADV data for 55IP: Regulatory assets under management: $1,377,462,300 in the October 2021 data and $36,740,224,268 in the October 2026 data, up 2567%. Total employees: 25 in October 2021 and 86 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does 55IP serve?**
By number of clients on Form ADV Item 5.D: other (3,209); other investment advisers (313).

**Which custodians does 55IP use?**
55IP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does 55IP report any disciplinary disclosures?**
Reports 8 disclosure items on Form ADV Item 11: yes answers to 2 questions about criminal matters and 6 questions about regulatory matters (11.A(1), 11.A(2), 11.C(1), 11.C(2), 11.C(4), 11.C(5), 11.D(2), 11.D(4)). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286620

**What changed in 55IP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 75 to 85. Regulatory assets under management went from $27,921,787,334 to $36,740,224,268 (+32%). Changed its office addresses in New York, NY. Added an office in Columbus, OH. Added an office in Jersey City, NJ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $36,740,224,268
- Discretionary: $36,740,224,268
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | 313 | $34,481,620,749 |
| Other | 3,209 | $2,258,603,519 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 86 total, 85 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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, WY
- Disclosures (Item 11): Reports 8 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(1): In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a felony?
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?
- 11.C(1): Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286620

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Columbus, OH
- Jersey City, NJ
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- 55-ip.com
- LinkedIn @55IP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,377,462,300 | 25 | July 12, 2021 |
| October 2022 | $4,647,837,373 | 35 | September 12, 2022 |
| October 2023 | $8,633,130,314 | 54 | June 30, 2023 |
| October 2024 | $17,476,639,771 | 74 | September 20, 2024 |
| October 2025 | $27,921,787,334 | 76 | March 31, 2025 |
| October 2026 | $36,740,224,268 | 86 | June 30, 2026 |

Regulatory assets under management: $1,377,462,300 in the October 2021 data and $36,740,224,268 in the October 2026 data, up 2567%.
Total employees: 25 in October 2021 and 86 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 75 to 85.
- Regulatory assets under management went from $27,921,787,334 to $36,740,224,268 (+32%).
- Changed its office addresses in New York, NY.
- Added an office in Columbus, OH.
- Added an office in Jersey City, NJ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 55IP (CRD 286620): Form ADV filing data as of October 2026.