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5•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

5•••

55I, LLC, CRD 286620

BOSTON, MA

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Search this name across graphsid dfx:ria:31d36074-bfe1-4f60-9016-71583227e3b4

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 16
On other graphs: 0
Observed: Mar 29, 2017 to Jun 30, 2026
41 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.94 institutional_share=0.0 related_bd=true related_bank=true bd_reps=0.0
Regulatory AUM: $37BItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $37B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
5• D•••••• M•••• F•••• L•	Hedge Fund	$5.0M	Nov 5, 2018	4	Jun 15, 2017	dropped	021-269335

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
5• I••••••••• P•••••••• L••	SOLE MEMBER	E	yes	06/2017	Jun 15, 2017	Sep 20, 2024
B•••••••• S••••	CHIEF PRODUCT OFFICER	Na	yes	05/2018	Mar 29, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
J••• M••••• I••••••••• M••••••••• I•••	n/a	Asset manager	$3519B	N	yes	n/a
J••• M••••• S••••••••• L••	n/a	Wirehouse	$430B	N	yes

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	12	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$37B	$28B	31.6%	$8.6B	62.1%	86	76	3	1

Relationships

Affiliated with (4)

← J••• M••••• I••••••••• M••••••••• I•••Registered adviserother investment adviser, common control
factForm ADV
← J••• M••••• S••••••••• L••Registered adviserother investment adviser, common control
factForm ADV
→ J••• M••••• I••••••••• M••••••••• I•••Registered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
→ J••• M••••• S••••••••• L••Registered adviser

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
55Ip reported RAUM $36.7B, up 32% from $27.9B (2025-08-22 to 2026-03-31)
Form ADVobserved 7 days ago
$8.8B
Occurred
Mar 31, 2025
Regulatory AUM changed
55Ip reported RAUM $27.9B, up 60% from $17.5B (2024-09-20 to 2025-03-31)
Form ADVobserved 7 days ago
$10.4B
Occurred
Sep 20, 2024
Control person left
Alexander Paul Gamble (Chief Executive Officer) no longer on Schedule A of 55Ip (listed 2024-05-23, absent 2024-09-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:31d36074-bfe1-4f60-9016-71583227e3b4
First observed: Mar 29, 2017
Last observed: Jun 30, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.