ThirtyNorth Investments provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 11–25 clients last fiscal year.
ThirtyNorth Investments reports 238 clients. They include 144 individual clients, 70 high-net-worth individuals, and 18 pension and profit-sharing plans. Of its assets, 73.9% ($346M across 630 accounts) are managed with discretion; $122M across 5 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 8% |
| High-net-worth individuals | 29% | 44% |
| Pension and profit-sharing plans | 8% | 47% |
| Charitable organizations | 2% | 1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 144 | $35.5M | 7.6% | $247K |
| High-net-worth individuals | 70 | $205M | 43.8% | $2.93M |
| Pension and profit-sharing plans | 18 | $219M | 46.7% | $12.1M |
| Charitable organizations | Fewer than 5 | $5.95M | 1.3% | $1.49M |
| Corporations and other businesses | Fewer than 5 | $2.83M | 0.6% | $1.41M |
| Total | 238 | $468M | 100% | — |
- Clients
- 144
- Regulatory AUM
- $35.5M
- AUM share
- 7.6%
- Avg. per client
- $247K
- Clients
- 70
- Regulatory AUM
- $205M
- AUM share
- 43.8%
- Avg. per client
- $2.93M
- Clients
- 18
- Regulatory AUM
- $219M
- AUM share
- 46.7%
- Avg. per client
- $12.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.95M
- AUM share
- 1.3%
- Avg. per client
- $1.49M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.83M
- AUM share
- 0.6%
- Avg. per client
- $1.41M
Total
- Clients
- 238
- Regulatory AUM
- $468M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
ThirtyNorth Investments is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Alignment, by ThirtyNorth
- Alignment, by ThirtyNorth fee schedule: annual fees of 1.50% on the first $499,999.99, 1.25% from $500,000 to $2,500,000 and 0.75% above $2,500,000.
Advisean Partners, LLC owns 75% or more of ThirtyNorth Investments and is in turn owned by Suzanne Mestayer (75% or more). The leadership team of ThirtyNorth Investments includes Chief Compliance Officer Suzanne Mestayer. It has 6 employees, 5 of them in advisory roles.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- 2 soliciting firms
- Owns 75% or more of Thirtynorth Investments, LLC
Advisean Partners, LLC
Control person · since September 2010
- Owns 75% or more of Advisean Partners, LLC
Suzanne Mestayer
Control person · since July 2008
- Owns 5% to 10% of Thirtynorth Investments, LLC
Tni Holdings, LLC
since January 2015
- Owns 50% to 75% of Tni Holdings, LLC
Moylan Gomila
Control person · since October 2014
- Owns 50% to 75% of Tni Holdings, LLC
Caroline Gomila
Control person · since October 2014
- Owns 5% to 10% of Thirtynorth Investments, LLC
Trappey Investment Holdings, LLC
Control person · since March 2026
- Owns 75% or more of Trappey Investment Holdings, LLC
Nicholas Trappey
Control person · since March 2026
- Owns 5% to 10% of Thirtynorth Investments, LLC
Sarah Bomhoff
Control person · since February 2026
ThirtyNorth Investments’ regulatory assets grew 2.1× from $218M (March 2021) to $468M (March 2026); clients rose from 136 to 238 and employees from 5 to 6. In 2010, Wealth Planners joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $468M | 238 | 6 | 1 |
| Mar 2025March 2025 | $344M | 155 | 5 | 1 |
| May 2024May 2024 | $311M | 161 | 6 | 1 |
| Feb 2023February 2023 | $236M | 155 | 6 | 2 |
| Jun 2022June 2022 | $288M | 136 | 4 | 2 |
| Mar 2021March 2021 | $218M | 136 | 5 | 2 |
Firms that joined
20101 joined
- Wealth PlannersNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, ThirtyNorth Investments has 0 offices, with 1 listed address in 1 state.
Louisiana · 1 listed address
- 1460 Energy Centre, 1100 Poydras Street, New OrleansHQ
Contact and registration details
- Legal name
- Thirtynorth Investments, LLC
- Headquarters
- 1460 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163
- Website
- thirtynorth.com
- Phone
- 504-528-3685
- @thirtynorth-investments-llc
- SEC file
- 801-71921
- Structure
- Louisiana LLC
- Fiscal year end
- December
ThirtyNorth Investments’ named custodians for separately managed accounts are Charles Schwab ($233M, 70%) and Voya ($102M, 30%). ThirtyNorth Investments does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $233M70%
- VoyaVoya Financial Partners, LLC · Windsor, CT · $102M30%
At year end, ThirtyNorth Investments’ separately managed accounts were mostly in funds (85%).
What the accounts hold
- Stocks8%
- Funds85%
- Registered funds81%
- Pooled vehicles4%
- Bonds1%
- Cash4%
- Other2%
- Collective investment trusts2%
How many clients does ThirtyNorth Investments have?
ThirtyNorth Investments has 238 clients and manages $468 million for them, as of March 2026. They include 144 individual clients, 70 high-net-worth individuals, and 18 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does ThirtyNorth Investments offer?
ThirtyNorth Investments provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does ThirtyNorth Investments use?
ThirtyNorth Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $233M and Voya Financial Partners, LLC (Windsor, CT), with $102M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does ThirtyNorth Investments have?
ThirtyNorth Investments has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 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 ThirtyNorth Investments invest in?
At the end of its last fiscal year, ThirtyNorth Investments’ separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 4% pooled vehicles (private funds and similar), 4% cash and equivalents, 2% other and 1% state and local bonds. The 2% other category is described as: Collective Investment Trusts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns ThirtyNorth Investments?
ThirtyNorth Investments is owned through holding companies by Suzanne Mestayer, Moylan and Caroline Gomila, and Nicholas Trappey. Its direct owners are Advisean Partners, LLC (75% or more), Tni Holdings, LLC (5% to 10%), Trappey Investment Holdings, LLC (5% to 10%) and Sarah Bomhoff (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does ThirtyNorth Investments get paid?
ThirtyNorth Investments is paid through a percentage of assets under management and fixed fees. 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
How do I contact ThirtyNorth Investments?
ThirtyNorth Investments’ main office is at 1460 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163. Its phone number is 504-528-3685. Its website is thirtynorth.com.
