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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.
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
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $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