THIRTYNORTH INVESTMENTS, LLC
Adviser information for THIRTYNORTH INVESTMENTS, LLC last updated from Form ADV on March 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Louisiana, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 348 | $192.9M |
| Non-Discretionary | 4 | $86.3M |
| Total | 352 | $279.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 73 | $10.4M |
| HNW Individuals | 64 | $106.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 16 | $154.8M |
| Charitable organizations | <5 | $4.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $3.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-71921 |
|---|---|
| SEC ERA File Number | 801-71921 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 155355 |
| Legal Entity Identifier | None |
Principal Office
1460 ENERGY CENTRE1100 POYDRAS STREET
NEW ORLEANS
LA
United States
Monday - Friday, 8:30AM - 4:30PM
Tel: 504-528-3685, Fax: 504-528-3690
Chief Compliance Officer
SUZANNE MESTAYER
MANAGING PRINCIPAL/CHIEF INVESTMENT OFFICER
1460 ENERGY CENTRE
1100 POYDRAS STREET
NEW ORLEANS
LA
United States
Tel:
504-528-3685
Fax:
504-528-3690
S***************@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MESTAYER, SUZANNE, TRAPPEY | Individual | – | MANAGER/MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | 09/2010 | < 5% |
| ADVISEAN PARTNERS, LLC | Domestic Entity | – | MANAGING MEMBER | 09/2010 | > 75% |
| MESTAYER, SUZANNE, TRAPPEY | Individual | ADVISEAN PARTNERS, LLC | MANAGING MEMBER | 07/2008 | > 75% |
| TNI HOLDINGS, LLC | Domestic Entity | – | MEMBER | 01/2015 | 5-10% |
| GOMILA, MOYLAN, FEILD | Individual | TNI HOLDINGS, LLC | MANAGING MEMBER | 10/2014 | 50-75% |
| GOMILA, CAROLINE, GWATHMEY | Individual | TNI HOLDINGS, LLC | MEMBER | 10/2014 | 50-75% |
| LATITUDE HOLDINGS LLC | Domestic Entity | – | MEMBER | 01/2023 | < 5% |
| BOMHOFF, SARAH, ELIZABETH | Individual | LATITUDE HOLDINGS LLC | MANAGING MEMBER | 01/2023 | > 75% |