NEW ORLEANS, LACRD 155355Latest ADV March 23, 2026
Thirtynorth Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Orleans, LA. Its latest Form ADV filing, dated March 23, 2026, reports $468M in regulatory assets under management, 6 employees, and 635 accounts.
Assets Under Management
$468M
Employees
6
Offices
--
Total Clients
238
Primary office
NEW ORLEANS, LA
1460 ENERGY CENTRE, 1100 POYDRAS STREET, NEW ORLEANS, LA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.5% of total clients.
Top client categories% of clientsClients
1
Individuals
60.5%
144
2
HNWI
29.4%
70
3
Pension Plans
7.6%
18
4
Charitable
1.7%
4
5
Corporations
0.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$468Mas of March 23, 2026
Discretionary73.9%
$346M
74% of total RAUM73.9%
Non-discretionary26.1%
$122M
26% of total RAUM26.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$468M
Total Accounts635
10Y AUM Change+$342M (+270.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee40:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.