Forms & Disclosures

Important Disclosure Documents: 55ip & JPMIM

55ip Form CRS, Client Relationship Summary, can be accessed via the link below:

55ip_Form CRS_2024.03.29

55ip Form ADV Part 2A Brochure can be accessed via the link below:

55ip_Form ADV Part 2A_2024.03.29

55ip Form ADV Part 2Bs Brochure can be accessed via the link below:

55ip_Form ADV Part 2Bs_2024.03.29

JPMIM Form CRS & ADV Part 2A Brochure can be accessed via the link below:

JPMIM ADV Brochure 05.22.24


Important Disclosure Documents: Model Provider Forms

Fidelity Model Portfolio Solutions Brochure 03282024

Riverfront-Form CRS-ADV-Part2A-2B-03.26.2024

WestEnd Advisors LLC 2A-2B-CRS-Privacy 1.30.2024

WisdomTree ADV- 12.19.2023

Blackrock-ADV-Pt 2A-Model-03.29.2024

Frontier_ADVBrochure_03.11.2024

Franklin Templeton-ADV Package Final 2023

Capital Research and Management Company- ADV Forms -Part 3 9.2023, 2A 3.2024, 2B 9.2023

GeoWealth-Form CRS-ADV Part 2A- 03.2024


General Disclosure:

The information provided on this website are strictly the opinions of 55 Institutional Partners, LLC and are provided for general information purposes only. Nothing on this website constitutes a solicitation to buy or offer to sell any security, product or service. This website does not provide investment advice or recommendations. Investment advisory services are provided through our subsidiary 55I, LLC, a SEC-registered investment adviser. Additional information about 55I is available on the SEC’s website at www.adviserinfo.sec.gov. A copy of 55I’s Form ADV is available from 55I on request.

Tax and Legal Advice Disclaimer

Neither 55 Institutional Partners, LLC, nor 55I, LLC provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.