Thirtynorth Investments, LLC
Firm details
- Headquarters
- New Orleans, Louisiana
- CRD number
- 155355
- Registered since
- September 23, 2010
- Website
- thirtynorth.com
- Custodians
- CHARLES SCHWAB & CO., INC., VOYA FINANCIAL ADVISORS, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans46.74%
- HNWI43.79%
- Individuals7.59%
- Charitable Organizations1.27%
- Corporations / Businesses0.6%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Thirtynorth Investments, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2010. The firm serves both individual/family and institutional clients, focusing on financial planning and discretionary and non-discretionary portfolio management for individuals and small businesses. Its fee model combines asset-based fees and fixed fees. Thirtynorth does not present itself as a capital allocator, is not an active ESG investor, and is not identified as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds81%
- Exchange Traded Equities8%
- Private Funds4%
- Cash & Cash Equivalents4%
- Other2%
Owners & executives
1 of 1
Sarah Bomhoff
Principal and Chief Investment OfficerCRD 7202538
Contacts
3 of 4
Nicholas Trappey
PrincipalCRD 5538539
Moylan Gomila
Principal & Senior AdvisorCRD 3071329
Kenneth Milvid
Director of OperationsCRD 7930376
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New Orleans, LA
Orleans
Location
New Orleans, LA
Headquartered in New Orleans, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Orleans
- Address
- 1460 Energy Ctr Poydras St
- Time zone
- CT (UTC-6)
- Office locations
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