55 Institutional Partners

OverviewSuggest Edit

55 Institutional Partners is an investment manager which delivers dynamic macro strategies. The Company offers a range of dynamically managed portfolios built using Exchange Traded Funds and delivered through Separately Managed Accounts. The strategies thoughtfully balance risk and return leveraging 55 Institutional’s insights around investment styles as sources of return and indicators of risk. 

TypePrivate
Founded2015
HQBoston, MA, US
Website55-ip.com

Latest Updates

Employees (est.) (Sept 2021)71(+2%)
Cybersecurity ratingBMore
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Key People/Management at 55 Institutional Partners

Paul Gamble

Paul Gamble

CEO
Sachin Shah

Sachin Shah

COO
Swati Bairathi

Swati Bairathi

Chief Product Officer
Gautam Sachdev

Gautam Sachdev

Chief Technology Officer
Vinay Nair

Vinay Nair

Founder & Chairman
Steven B. Gruber

Steven B. Gruber

Board Member
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55 Institutional Partners Office Locations

55 Institutional Partners has offices in Boston and Mumbai
Boston, MA, US (HQ)
One Liberty Square Suite 1200
Mumbai, IN
floor 10, Aston Building, Sundervan Complex Rd, Sundervan Complex, Shastri Nagar, Andheri West
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55 Institutional Partners Financials and Metrics

Summary Metrics

Founding Date

2015

55 Institutional Partners total Funding

$10 m

55 Institutional Partners latest funding size

$10 m

Time since last funding

5 years ago

55 Institutional Partners investors

55 Institutional Partners's latest funding round in April 2017 was reported to be $10 m. In total, 55 Institutional Partners has raised $10 m
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55 Institutional Partners Cybersecurity Score

Cybersecurity ratingPremium dataset

B

88/100

SecurityScorecard logo

55 Institutional Partners Online and Social Media Presence

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55 Institutional Partners Company Culture

  • CEO Rating

    A+

    100/100

  • Compensation

    A+

    100/100

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55 Institutional Partners Blogs

Playing the Long Game With Your Clients’ Tax Strategy

Today’s market environment is increasingly challenging for investors. Long-term capital market assumptions forecast U.S. equities returning a meager 4.1%, a decline of 1.4% from 2020. Alpha is harder to come by for even the most skilled active managers. As a result, tax management has come to the fo…

6 tips to help you create your own content and expand your business

Everyday demands for advisors have multiplied in recent years, handling financial planning, investment management and client services. But for many RIAs and Independents, there’s one more task on your plate that you might not have planned for: the role of Chief Marketing Officer.  For many advisors,…

55ip Doubles Its Reach, Adds Comprehensive and Customizable Enhancements to Tax-Smart Solution

55ip has marked significant year-to-date growth for its tax-smart investing strategy engine as a result of advisor-driven enhancements and new strategic relationships with industry-leading financial services firms. The post 55ip Doubles Its Reach, Adds Comprehensive and Customizable Enhancements to …

55ip enhances partnership with BlackRock through the addition of GA Selects Managed Models

55ip has enhanced its partnership with BlackRock to include an expanded suite of model families within its tax-smart investment strategy engine. The new offerings include the BlackRock Global Allocation Selects (“GA Selects”) Managed Models, which offer dynamic risk-managed investment solutions that…

Are you guilty of unintentional market timing?

At 55ip, one of our core competencies is helping advisors unlock the use of model portfolios for taxable accounts.  After a long bull market and the “Covid Crash,” a sharp recovery propelled the stock market to even higher record levels. As a result, accumulated capital gains and potential tax oblig…

Tax smart investing: The new frontier of wealth management

Recently, President Biden proposed funding his American Families Plan with an increase of the long-term capital gains rate for those with over $1 million in income, an increase in the top marginal income tax rate for those making over $400,000, and an elimination of the cost basis step up at death o…
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55 Institutional Partners Frequently Asked Questions

  • When was 55 Institutional Partners founded?

    55 Institutional Partners was founded in 2015.

  • Who are 55 Institutional Partners key executives?

    55 Institutional Partners's key executives are Paul Gamble, Sachin Shah and Swati Bairathi.

  • How many employees does 55 Institutional Partners have?

    55 Institutional Partners has 71 employees.

  • Who are 55 Institutional Partners competitors?

    Competitors of 55 Institutional Partners include New Frontier, PIMCO and Citadel.

  • Where is 55 Institutional Partners headquarters?

    55 Institutional Partners headquarters is located at One Liberty Square Suite 1200, Boston.

  • Where are 55 Institutional Partners offices?

    55 Institutional Partners has offices in Boston and Mumbai.

  • How many offices does 55 Institutional Partners have?

    55 Institutional Partners has 2 offices.