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Manager/managing Principal/chief Compliance Officer · Thirtynorth Investments, LLC

Suzanne T. Mestayer

CRD 5845327 · Named on Form ADV at one SEC-registered adviser

At a glance

Thirtynorth Investments, LLC, an SEC-registered wealth manager based in New Orleans, LA with $468 million in regulatory assets, lists Suzanne T. Mestayer on its Form ADV as Manager/managing Principal/chief Compliance Officer, a control person.

Firms and roles

  • Thirtynorth Investments, LLCManager/managing Principal/chief Compliance OfficerWealth manager · New Orleans, LA · $468M in regulatory assets

AtlasMembers

Suzanne’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Suzanne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.