LGL PARTNERS, LLC
LGL PARTNERS, LLC of WEST CONSHOHOCKEN, PA is an SEC-registered investment adviser (CRD 154070). Regulatory assets under management: $1.0B.
Registration
- CRD: 154070
- SEC file number: 801-71542
- Type: Registered investment adviser
- 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 | Gross asset value | 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
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