Clients
55i serves 3,522 clients, 3,209 of them other clients. The average client has about $10 million with the firm.
- Other investment advisers313 clients94%
- Other3,209 clients6%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Other investment advisers | 313 | $34,481,620,749 | 93.9% | $110.2M |
| Other | 3,209 | $2,258,603,519 | 6.1% | $704K |
| Total | 3,522 | $36,740,224,268 | 100% | $10.4M |
- Clients
- 313
- Regulatory AUM
- $34,481,620,749
- Share
- 93.9%
- Avg. per client
- $110.2M
- Clients
- 3,209
- Regulatory AUM
- $2,258,603,519
- Share
- 6.1%
- Avg. per client
- $704K
Total
- Clients
- 3,522
- Regulatory AUM
- $36,740,224,268
- Share
- 100%
- Avg. per client
- $10.4M
What it does
55i provides portfolio management for individuals and small businesses and portfolio management for institutions. It is paid through a percentage of assets, fixed fees and other arrangements.
55i advises no private funds.
100.0% of assets ($36.74B across 88,930 accounts) are managed with discretion. $2.26B sits in a wrap fee program the firm both sponsors and manages. 0% of clients are outside the U.S., and 43 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks1%
- Funds96%
- Cash3%
Custodians
55i’s client accounts are held mainly at Fidelity, with 57% of managed assets, and Charles Schwab, with 33%. 55i has custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $20.85B57%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $12.28B33%
- All other custodians$3.61B10%
Ownership and leadership
55 Institutional Partners, LLC owns 75% or more of 55i, and Gautam Sachdev is its CEO.
- Owns 75% or more of 55i, LLC
55 Institutional Partners, LLC
Control person · since June 2017
- Owns 75% or more of 55 Institutional Partners, LLC
Jpmorgan Asset Management Holdings Inc.
Control person · since December 2020
- Owns 75% or more of Jpmorgan Asset Management Holdings Inc.
Jpmorgan Chase Holdings LLC
Control person · since April 2017
- Owns 75% or more of Jpmorgan Chase Holdings LLC
Jpmorgan Chase & Co.
Control person · since September 2016
Leadership
- Gautam SachdevChief Executive Officer
- Melissa SchiffmanChief Compliance Officer
- Thomas D'AmicoFinance
- Thomas KandybowiczPlatform Management
- Carmine LekstutisAssistant General Counsel
Staff
- 86 employees
- 85 in advisory functions
- 1 soliciting firm
Fees
55i is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other.
55i’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, 55i has 3 offices, with 4 listed addresses across 4 states.
Massachusetts · 1 listed address
- One Liberty Square, Suite 200, BostonHQ
New Jersey · 1 listed address
- 575 Washington BLVD, Jersey City
New York · 1 listed address
- 390 Madison Avenue, New York
Ohio · 1 listed address
- 1111 Polaris Pkwy, Columbus
Registration details
- Legal name
- 55i, LLC
- Headquarters
- One Liberty Square, Suite 200, Boston, MA 02109
- Phone
- 617-960-9559
- Website
- www.55-ip.com
- SEC file
- 801-110302
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does 55i have?
55i has 3,522 clients and manages $36.7 billion for them, as of June 2026. They include 3,209 other clients and 313 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026
What services does 55i offer?
55i provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does 55i use?
55i’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $20,851,096,779 and Charles Schwab & Co., Inc. (San Francisco, CA), with $12,281,072,581. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026
How many financial advisors does 55i have?
55i has 0 investment adviser representatives registered with state securities authorities, out of 86 employees, and 85 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
What does 55i invest in?
At the end of its last fiscal year, 55i’s separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 1% exchange-traded equities. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns 55i?
55i is owned through a chain of holding companies by Jpmorgan Chase & Co. Its direct owner is 55 Institutional Partners, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 June 2026
How does 55i get paid?
55i is paid through a percentage of assets under management, fixed fees and other arrangements. 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