55ip
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 286620
- Registered since
- April 13, 2017
- Website
- www.55-ip.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Other Investment Advisers93.85%
- Other6.15%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
55ip is an institutional-registered investment adviser organized as a limited liability company and SEC-registered since 2017. The firm primarily serves institutional clients but also provides portfolio management for individuals, small businesses, and other business or institutional accounts. Its fee model is multi-faceted (percentage of AUM, fixed fees and other fee arrangements), and it does not identify as an active ESG investor. The firm’s business footprint extends across a wide set of industry roles and relationships: broker-dealer linkages, registered security-based swap activity, commodity and futures sponsor/manager roles (CPO/CTA, FCM), banking or trust relationships, insurance company connections, pension consulting, real estate brokerage, and sponsorship or management of pooled investment vehicles. That breadth suggests 55ip operates both as an allocator/manager and as a participant in transactional and sponsored-vehicle activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
Owners & executives
1 of 1Gautam Sachdev
Chief Executive OfficerCRD 6396314
Contacts
3 of 4Thomas Kandybowicz
ManagementCRD 5417986
Thomas D'amico
FinanceCRD 8059765
Melissa Schiffman
Executive DirectorCRD 5446247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 314Active vs passive
$3.4B in ETFs
98%
$3.4B
2%
$72.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $389M | 1,084,836 | 11.32% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Liberty Sq
- Time zone
- ET (UTC-5)
- Office locations
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