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501 NORTH, LLC

CRD 338118 · SEC 801-134954

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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787 7TH AVENUE, NEW YORK, NY, 10019, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$329.4M

Discretionary AUM

$329.4M

Team

9 total employees; 6 advisory reps

Clients

Fees

Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles3$329.4M

States served

AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, CT, VT, SD, HI, FL

All web addresses on file

Official SEC filing: View on IAPD