Thirtynorth Investments, Llc
- Regulatory AUM
- $468M
- Discretionary
- $346M
- Clients
- 238
- Avg AUM / client
- $2.0M
- Accounts
- 635
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 144 | $35.5M | 7.59% |
| High net worth individuals | 70 | $205M | 43.8% |
| Pension and profit sharing plans | 18 | $219M | 46.7% |
| Charitable organizations | 4 | $5.9M | 1.27% |
| Corporations and other businesses | 2 | $2.8M | 0.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Shaw Group 401(k) Plan The Shaw Group, Llc | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Suzanne Trappey Mestayer | Manager/Managing Principal/Chief Compliance Officer | Jul 2008 (18y) | ≈ 56.25% – 100% via Advisean Partners, Llc | |
| Moylan Feild Gomila | Managing Member | Jan 2011 (16y) | ≈ 2.5% – 7.5% via Tni Holdings, Llc | |
| Gomila, Caroline, Gwathmey | Member | Oct 2014 (12y) | ≈ 2.5% – 7.5% via Tni Holdings, Llc | |
| Sarah Elizabeth Bomhoff | Managing Member | CFA | Dec 2019 (7y) | ≈ 0% – 5% via Latitude Holdings Llc |
| Kenneth Milvid | Registered representative | Jun 2024 (2y) | ||
| Nicholas Creed Trappey | Registered representative | CFP | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Advisean Partners, Llc | Managing Member | Sep 2010 | A | 75% or more |
| Tni Holdings, Llc | Member | Jan 2015 | A | 5% – 10% |
| Latitude Holdings Llc | Member | Jan 2023 | A | Less than 5% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Suzanne Trappey Mestayer: 75% – 100% of Advisean Partners, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Moylan Feild Gomila: 50% – 75% of Tni Holdings, Llc × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Gomila, Caroline, Gwathmey: 50% – 75% of Tni Holdings, Llc × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Sarah Elizabeth Bomhoff: 75% – 100% of Latitude Holdings Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Shaw Group 401(k) Plan | The Shaw Group, Llc | 585 | $20.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 913 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $233M (50% of AUM) Mar 2026
- Voya Financial $102M (22% of AUM) Mar 2026
- Ascensus Financial Services, Llc. $39.3M (11% of AUM) Mar 2025
- Metlife Investors Distribution Company $19.3M (10% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗