LGL PARTNERS, LLC of PHILADELPHIA, PA is an SEC-registered investment adviser (CRD 289784). Regulatory assets under management: $1.7B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Andrew Patrick Mehalko | CHIEF INVESTMENT OFFICER | West Palm Beach, FL |
| Daniel Emile Pinto | CONTROLLER | — |
| Keith Mitchell Bloomfield | CHIEF EXECUTIVE OFFICER | — |
| Peter Marc Ortiz | CHIEF OPERATING OFFICER | — |
| Jonathan Richard Walsh | CHIEF COMPLIANCE OFFICER | — |
| PINTO DANIEL EMILE | CONTROLLER | — |
| SCHWARTZ ERIC STUART | MEMBER | — |
| ORTIZ PETER MARC | CHIEF OPERATING OFFICER | — |
| MEHALKO ANDREW PATRICK | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER | — |
| KEATING KATHLEEN ELIZABETH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | — |
| GREGORCHUK PAUL SCOTT | EXECUTIVE CHAIRMAN | — |
| LUTERMAN WILLIAM DAVID | CHIEF INVESTMENT OFFICER | — |
| MCGRATH JAMES CLEMENT | CO-CHIEF INVESTMENT OFFICER; DIRECTOR OF RESEARCH | — |
| BROWN CHRISTOPHER FEARON | CHIEF COMPLIANCE OFFICER | — |
| FAGLEY CHRISTOPHER LEITH | CHIEF OPERATING OFFICER | — |
| BLOOMFIELD KEITH MITCHELL | CHIEF EXECUTIVE OFFICER | — |
| GEARHART WILLIAM RAGNAR | CHIEF COMPLIANCE OFFICER | — |
Private Equity Fund: 2 · Hedge Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| SELECT OPPORTUNITY LLC | Private Equity Fund | Delaware | 22 | $174.4M | $25K |
| AM GLOBAL CORE FUND LLC | Hedge Fund | Delaware | 62 | $65.7M | $500K |
| STANHOPE FFT GLOBAL VENTURES LP | Private Equity Fund | Delaware | 41 | $30.4M | $500K |
| City | State | Employees | Phone |
|---|---|---|---|
| NEW YORK | NY | 8 | 212-488-1390 |
| PALM BEACH | FL | 6 | 561-249-6826 |
| BOSTON | MA | 4 | 617-545-9499 |