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55i, LLC

● SEC registered since 2017CRD 286620SEC# 801-110302Boston, MA
Export (members)
Reg. AUM
$36.74B
Employees
86
Accounts
88,930
Location
Boston, MA

55i, LLC assets under management

55i, LLC is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2017. It reports $36.7 billion in regulatory assets under management and employs 86 people.

55i, LLC owners & executives

9 reported
NameTitleOwnershipSince
55 Institutional Partners, LLC ControlSole MemberOver 75%2017
Carmine LekstutisAssistant General CounselUnder 5%2022
Gautam Sachdev ControlChief Executive OfficerUnder 5%2024
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Frequently asked questions

How much does 55i, LLC manage?

55i, LLC reports $36.7 billion in regulatory assets under management on its Form ADV.

How many employees does 55i, LLC have?

55i, LLC reports 86 employees.

Where is 55i, LLC located?

55i, LLC is based in Boston, MA and has been SEC-registered since 2017.

Does 55i, LLC disclose fund performance?

55i, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Liberty Square, Suite 200, Boston, MA 02109
Phone617-960-9559
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1730242
Discloses disciplinary historyYes

Regulatory AUM

$36.74B▲ 32%
Mar '25 — $27.92BApr '25 — $27.92BMay '25 — $27.92BJun '25 — $27.92BJul '25 — $27.92BAug '25 — $27.92BSep '25 — $27.92BOct '25 — $27.92BNov '25 — $27.92BDec '25 — $27.92BJan '26 — $27.92BFeb '26 — $27.92BMar '26 — $36.74BApr '26 — $36.74BMay '26 — $36.74BJun '26 — $36.74B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers

Assets under management

$36.74Bregulatory AUM
Discretionary $36.74B