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Item 1 Cover PagePart 2A of Form ADV Brochure for:55I, LLC d/b/a 55ipOne Liberty Square, Suite 200 Boston, MA 02109 Phone: 6179609559 Email: info@55ip.com https://55ip.comMarch 29, 2024This brochure

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How to fill out 55i llcform adv part

01

Obtain the 55I LLC Form ADV Part from the appropriate regulatory agency or website.

02

Fill in the company's basic information, including legal name and address.

03

Complete the 'Business Description' section, detailing the services offered.

04

Provide information about the ownership and control structure of the LLC.

05

Disclose any disciplinary history or legal proceedings involving the firm.

06

Include details about the firm's financial condition, such as balance sheet information.

07

Review all information for accuracy and completeness.

08

Sign and date the form as required by the regulatory agency.

Who needs 55i llcform adv part?

01

Investment advisors operating as LLCs who are required to register with the SEC or state regulators.

02

Firms that need to disclose their business practices and financial information.

03

Companies seeking transparency and compliance in their regulatory filings.

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What is 55i llcform adv part?

The 55i LLC Form ADV Part is a regulatory filing that investment advisers must complete, providing information about the advisory business, its services, and the personnel involved.

Who is required to file 55i llcform adv part?

Investment advisers that are registered with the Securities and Exchange Commission (SEC) or state regulators are required to file the 55i LLC Form ADV Part.

How to fill out 55i llcform adv part?

To fill out the 55i LLC Form ADV Part, advisers must provide accurate information about their business structure, services offered, fees, and any disciplinary history among other relevant details.

What is the purpose of 55i llcform adv part?

The purpose of the 55i LLC Form ADV Part is to ensure transparency and to provide potential clients with essential information regarding the investment adviser’s qualifications, business practices, and any conflicts of interest.

What information must be reported on 55i llcform adv part?

The 55i LLC Form ADV Part must report information such as the firm's business structure, ownership, services, fees, disciplinary history, and the qualifications of key personnel.

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