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The fee is billed in arrears, is negotiable, has a $8,500 annual minimum and requires an account of at least $1,000,000.","source":"FORM ADV PART 2, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does 55 North Private Wealth use?","answer":"55 North Private Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $263M and Charles Schwab & Co., Inc. (Westlake, TX), with $262M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does 55 North Private Wealth have?","answer":"55 North Private Wealth has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does 55 North Private Wealth invest in?","answer":"At the end of its last fiscal year, 55 North Private Wealth’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 9% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does 55 North Private Wealth have a minimum investment?","answer":"Yes, 55 North Private Wealth’s minimum account size for its Investment Management Services is $1M. It charges a $8.5K annual minimum fee.","source":"FORM ADV PART 2, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns 55 North Private Wealth?","answer":"55 North Private Wealth’s direct owners are Stephen Curley, Michael Ackerman and Darrell Devaney, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does 55 North Private Wealth get paid?","answer":"55 North Private Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact 55 North Private Wealth?","answer":"55 North Private Wealth’s main office is at 268 W New England Avenue, Winter Park, FL 32789. Its phone number is 407-960-4769. 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