# LGL PARTNERS, LLC

LGL PARTNERS, LLC of WEST CONSHOHOCKEN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 154070
- Type: SEC-registered investment adviser
- SEC file number: 801-71542
- Location: ONE TOWER BRIDGE, 100 FRONT ST., SUITE 1300, WEST CONSHOHOCKEN, PA, 19428
- Phone: 610-545-6100
- Latest filing: 2013-04-01
- Regulatory AUM: $1.0B
- Discretionary AUM: $512.5M
- Non-discretionary AUM: $488.0M
- Clients: 14
- Accounts: 22

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| GREGORCHUK PAUL SCOTT | MANAGING MEMBER | — |
| LUTERMAN WILLIAM DAVID | MANAGING MEMBER | — |
| MCGRATH JAMES CLEMENT | CHIEF COMPLIANCE OFFICER; DIRECTOR | — |
| LENFEST BROOK JAMES | MANAGING MEMBER | — |
| BROWN CHRISTOPHER FEARON | CHIEF COMPLIANCE OFFICER | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| BALA CAPITAL FUND, LLC | Other Private Fund | — | 13 | $59.9M | $250K |
| BALA CAPITAL OPPORTUNITY FUND, LP | Other Private Fund | — | 3 | $18.3M | $250K |


## Fund service providers (1)

- administrator: ROYAL BANK OF CANADA — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154070/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154070/similar
- Related entities: https://search.stillhousedata.com/firm/154070/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154070

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.