55I, LLC

SEC-registered investment adviser since 2017 · limited liability company

• Assets managed$36.7bn
• Staff86 · 85 in investment roles
• Main clients (by assets)Other advisers 94%
• Form ADV · 2026-06-30SEC adviser record

• Legal entity55I, LLC (US)
• Part of JPMORGAN CHASE & CO. (US)

Other 13F filers in this group: JPMORGAN CHASE & CO $1.7tn, HIGHBRIDGE CAPITAL MANAGEMENT LLC $2.9bn, J.P. Morgan (Suisse) SA files a notice, J.P. Morgan Investment Management Inc. files a notice, J.P. Morgan Private Investments Inc. files a notice, J.P. Morgan SE files a notice, J.P. Morgan Securities LLC files a notice, J.P. Morgan Securities plc files a notice, JPMorgan Asset Management (Asia Pacific) Ltd files a notice, JPMorgan Asset Management (Canada) Inc. files a notice

3 more

JPMorgan Asset Management (UK) Ltd files a notice, JPMorgan Chase Bank, N.A. files a notice, J.P. Morgan Private Wealth Advisors LLC last filed Q3 2024