Thirtynorth Investments, LLC is a large advisory firm based in New Orleans. It manages $153.53 million of regulatory assets for 296 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, California, Louisiana, and Texas.
Thirtynorth Investments provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Thirtynorth Investments, LLC is $153.53 million. The firm's AUM has grown by 105% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Thirtynorth Investments, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Thirtynorth Investments is pension and profit sharing plans with 13 clients and $90.36 million of assets under management. Among the 11 most similar advisory firms, Thirtynorth Investments has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $153.53 million for 145 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Thirtynorth Investments doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Thirtynorth Investments, LLC performs its advisory services is located at 1460 Energy Centre, New Orleans, LA 70163, which is also the mailing address of the firm. An additional office of the firm is in Baton Rouge, LA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 504-528-3685 or by fax 504-528-3690. The normal business hours are 8:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at thirtynorth.com.