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THIRTYNORTH INVESTMENTS, LLC
CRD 155355 · SEC 801-71921
1460 ENERGY CENTRE, 1100 POYDRAS STREET, NEW ORLEANS, LA, 70163, United States
Phone
504-528-3685
Fax
504-528-3690
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$467.8M
Discretionary AUM
$345.8M
Team
6 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 144 | $35.5M |
| High net worth individuals | 70 | $204.9M |
| Pension/profit sharing plans | 18 | $218.6M |
| Charitable organizations | 4 | $5.9M |
| Corporations/business entities | 2 | $2.8M |
States served
LA, SC, TX
All web addresses on file
Official SEC filing: View on IAPD