Asset manager · Boston, MA
55ip
55i, LLC · SEC-registered investment adviser · CRD 286620 · SEC 801-110302
At a glance
55ip is an SEC-registered investment adviser based in Boston, Massachusetts, with $36.7 billion in regulatory assets under management as of its Form ADV filed June 30, 2026. Its largest client group by assets is other investment advisers. By Form ADV it is a asset manager, ranked 258th of 3,218 asset managers and 553rd of 17,210 SEC-registered advisers by assets.
Main office 617-960-955955-ip.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $37B
- Rank among asset managers
- #258 of 3,218
- Rank among all SEC RIAs
- #553 of 17,210
- Rank in Massachusetts
- #48 of 627
- Clients
- 3,522
- Accounts
- 88,930
- Discretionary
- 100% of AUM
- Employees
- 86
- Advisory staff
- 85
- Offices
- 4
Owners and executives on its Form ADV
- Melissa SchiffmanChief Compliance Officer
- Carmine LekstutisAssistant General Counsel
- Gautam SachdevChief Executive Officer
- Thomas P. KandybowiczPlatform Management
- Thomas D'AmicoFinance
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: J.P. Morgan Securities LLC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 313 | $34B | 94% |
| Other | 3,209 | $2.3B | 6% |
Disciplinary disclosures
55ip answers yes to 12 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗55-ip.com ↗
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The full record on 55ip
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 339 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does 55ip manage?
55ip reports $36.7 billion in regulatory assets under management across 88,930 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 30, 2026.
What kind of firm is 55ip?
55ip is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are 55ip’s clients?
By assets, its largest client types are other investment advisers ($34.5 billion, 313 clients); other ($2.3 billion, 3,209 clients).
Does 55ip have any disciplinary history?
55ip answers yes to 12 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is 55ip’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →