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Thirtynorth Investments, LLC

● SEC registered since 2010CRD 155355SEC# 801-71921New Orleans, LA
Export (members)
Reg. AUM
$343.5M
Employees
5
Accounts
371
Location
New Orleans, LA

Thirtynorth Investments, LLC assets under management

Thirtynorth Investments, LLC is a registered investment adviser overseen by the SEC based in New Orleans, LA. The firm has been registered since 2010. It reports $343.5 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/thirtynorth-investments-llcView on SEC.gov ↗

Thirtynorth Investments, LLC owners & executives

8 reported
NameTitleOwnershipSince
Advisean Partners, LLC ControlManaging MemberOver 75%2010
Latitude Holdings LLCMemberUnder 5%2023
Suzanne Trappey Mestayer ControlManager/Managing Principal/Chief Compliance OfficerUnder 5%2010
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Frequently asked questions

How much does Thirtynorth Investments, LLC manage?

Thirtynorth Investments, LLC reports $343.5 million in regulatory assets under management on its Form ADV.

How many employees does Thirtynorth Investments, LLC have?

Thirtynorth Investments, LLC reports 5 employees.

Where is Thirtynorth Investments, LLC located?

Thirtynorth Investments, LLC is based in New Orleans, LA and has been SEC-registered since 2010.

Does Thirtynorth Investments, LLC disclose fund performance?

Thirtynorth Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1460 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163
Phone504-528-3685
Fax504-528-3690
Office hours8:30a.m. - 4:30p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$249.1M
Non-discretionary$94.4M
Total (RAUM)$343.5M