55IP

Overview

55ip operates as a fee-based advisory firm focused on portfolio management for both institutions and individuals/small businesses. The firm’s public filings portray it as an advisor that builds portfolios primarily around public funds and ETFs, supplemented by targeted exposures to individual equities and third-party alternative managers. Fee arrangements include percentage-of-AUM, fixed fees and other structures, reflecting flexibility for different client types. 55ip does not identify as an active ESG investor in its filing, and it lists a range of industry affiliations that include broker-dealer and other institutional roles. The firm’s investment approach appears to favor core allocations to broad public funds with selective use of other instruments to meet client objectives. That mix suggests a model built around scalable ETF-based sleeves or SMA strategies for tax-aware, institutional-style management while retaining the ability to add bespoke exposures via external managers or single-stock positions when warranted.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices