Investment adviser · CRD 286620

55IP

Investment adviser filing (IA)

55I, LLC

BOSTON, MA, United States · Form ADV filed Jun 30, 2026

Regulatory AUM: $36.7B
Client accounts: 88,930
Employees: 86
Advisory professionals: 85

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Other investment advisers	313	$34,481,620,749	93.9%
Other clients	3,209	$2,258,603,519	6.1%

Filing source

Form ADV 2116570 · Jun 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

55 DYNAMIC MACRO FUND, LPHedge Fund · Last reported Nov 5, 2018$5.03MGross asset value

Form D fundraising filings

55 Dynamic Macro Fund, LP

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUM SMITH & BROWN LLP NEW YORK, New York, United States

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

GOLDMAN SACHS & CO. LLC
SEC 8-129

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

Fund details & source

Fund ID: 805-7481136455
Reported beneficial owners: 4
Minimum commitment: $250K
Form D file number: 021-269335

Form ADV 1249807 · Nov 5, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 30, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

ONE LIBERTY SQUARE, SUITE 200
BOSTON, MA, 02109, United States

CRD 286620

Filing source

Form ADV 2116570 · Jun 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.