Wealth Manager
    SEC Registered
    Manages Private Funds

    Thirtynorth Investments, LLC

    Registered investment advisor · New Orleans, Louisiana · CRD #155355

    Assets Under Management
    $468M
    Client Accounts
    635
    Employees
    6
    CRD Number
    155355
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Voya Financial Partners, Llc, Ascensus Financial Services, Llc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Thirtynorth Investments, LLC

    ThirtyNorth Investments, LLC is an independent financial advisory firm based in New Orleans, Louisiana, managing nearly $311 million in assets. It offers investment consultation, financial planning, and portfolio management services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Thirtynorth Investments, LLC

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    Frequently Asked Questions

    What is Thirtynorth Investments, LLC's AUM?

    Thirtynorth Investments, LLC reports approximately $468M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Thirtynorth Investments, LLC headquartered?

    Thirtynorth Investments, LLC is headquartered in New Orleans, Louisiana.

    What is Thirtynorth Investments, LLC's CRD number?

    Thirtynorth Investments, LLC's CRD number is 155355. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Thirtynorth Investments, LLC manage?

    Thirtynorth Investments, LLC manages approximately 635 client accounts according to its latest SEC filing.

    Is Thirtynorth Investments, LLC SEC registered?

    Yes, Thirtynorth Investments, LLC is registered with the SEC as an investment adviser with an approved registration status.

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