LM ADVISORS LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 153940). Regulatory assets under management: $2.9B.
Compensation: % of AUM, Fixed, Other.
Clients served: High net worth, Pooled vehicles, Investment cos.
| Name | Role | Location |
|---|---|---|
| Luis Maizel | MANAGING MEMBER; TRUSTEE | San Diego, CA |
| Leonardo Simpser | MANAGING MEMBER | SAN DIEGO, CA |
| Josef Frymerman | GENERAL MANAGER | — |
| Sally Maizel | TRUSTEE | — |
| Uriel Bank | TRUSTEE | — |
| Yoel Bank | PRESIDENT AND TRUSTEE | — |
| Jonathan Lesley Chatfield | CHIEF COMPLIANCE OFFICER | — |
| GORODZINSKY TOBIAS | CHIEF COMPLIANCE OFFICER | — |
| MAIZEL JACK | MEMBER | — |
| MAIZEL LUIS | MANAGING MEMBER; TRUSTEE | — |
| CHATFIELD JONATHAN LESLEY | CHIEF COMPLIANCE OFFICER | — |
| SIMPSER LEONARDO | MANAGING MEMBER; MEMBER | — |
| Bank Yoel | MONEY MANAGER; PRESIDENT; PRESIDENT AND TRUSTEE | — |
| FRYMERMAN JOSEF | GENERAL MANAGER; MANAGING MEMBER | — |
| MAIZEL SALLY | TRUSTEE | — |
| BANK URIEL | TRUSTEE | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| LMA BALANCED SEGREGATED PORTFOLIO | Other Private Fund | Cayman Islands | 87 | $76.7M | $100K |
| City | State | Employees | Phone |
|---|---|---|---|
| MEXICO CITY | — | 1 | 55201543 |
| MEXICO CITY | — | 1 | 55201543 |