55i is an investment advisor in Boston with $4.65 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
813148817
SEC advisor number
801-110302
FINRA CRD number
286620
AUM ?
$4.65 bn
(as of 4 Nov 22)
Accounts
11,015
(as of 4 Nov 22)
Employees
35
(34 investment advisory or research)
Address
55i
1 LIBERTY SQUARE, SUITE 200
BOSTON
MA 02109
1 LIBERTY SQUARE, SUITE 200
BOSTON
MA 02109
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
617-960-9559
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
55 Institutional Partners, LLC | Sole Member | 06/2017 | > 75% |
Shah, Sachin, a | Chief Operating Officer | 07/2017 | < 5% |
Gamble, Paul, Alexander | Chief Executive Officer | 09/2017 | < 5% |
Bairathi, Swati | Chief Product Officer | 05/2018 | < 5% |
Jpmorgan Chase Holdings LLC | 100% Shareholder | 04/2017 | > 75% |
Jpmorgan Chase & Co. | 100% Shareholder | 09/2016 | > 75% |
Jpmorgan Asset Management Holdings Inc. | 100% Shareholder | 12/2020 | > 75% |
Schiffman, Melissa | Chief Compliance Officer | 10/2021 | < 5% |
Lekstutis, Carmine | Assistant General Counsel | 03/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
12 Feb 24
13F-NT
Notice of holdings reported by another manager
14 Nov 23
13F-NT
Notice of holdings reported by another manager
11 Aug 23
13F-NT
Notice of holdings reported by another manager
11 May 23
13F-NT
Notice of holdings reported by another manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21