Data / Investment advisers / Massachusetts / 55ip
55ip, Boston, MA: $36.7 billion AUM, SEC registered investment adviser
55ip is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $36.7 billion in regulatory assets under management in its Form ADV filed June 30, 2026. Its clients include other investment advisers. It is paid through a percentage of assets under management, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 286620
- SEC file number
- 801-110302
- SEC status
- Approved, effective April 13, 2017
- Legal name
- 55i, LLC
- Main office
- One Liberty Square Suite 200, Boston, MA 02109
- Phone
- (617) 960-9559
- Regulatory AUM
- $36,740,224,268 in the Form ADV filed June 30, 2026
- Discretionary AUM
- $36,740,224,268
- Accounts
- 88,930
- Employees
- 86, of which 85 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: criminal actions, SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions
- Latest Form ADV filing
- June 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 313 | $34.48 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $36.74 billion | March 31, 2026 |
| December 1, 2025 | $27.92 billion | August 22, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Partners Capital Investment Group, LLP | Boston | $50.51 billion | 50 | adviserinfo.sec.gov |
| SCS Capital Management LLC | Boston | $48.65 billion | 62 | adviserinfo.sec.gov |
| Manulife Investment Management Private Markets (US) LLC | Boston | $48.31 billion | 44 | adviserinfo.sec.gov |
| Panagora Asset Management Inc | Boston | $44.13 billion | 9 | adviserinfo.sec.gov |
| Summit Partners, L.P. | Boston | $42.01 billion | 87 | adviserinfo.sec.gov |
| The Putnam Advisory Company, LLC | Boston | $33.19 billion | 3 | adviserinfo.sec.gov |
| PSG Equity L.L.C. | Boston | $30.18 billion | 56 | adviserinfo.sec.gov |
| Westfield Capital Management Company, L.P. | Boston | $29.81 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving other investment advisers
- 55ip on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.