# LGL PARTNERS, LLC

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

## Registration

- CRD: 289784
- Type: SEC-registered investment adviser
- SEC file number: 801-111688
- Location: TWO LIBERTY PLACE, 50 S. 16TH STREET, FLOOR 34, PHILADELPHIA, PA, 19102
- Phone: 610-545-6100
- Latest filing: 2026-07-13
- Regulatory AUM: $1.7B
- Discretionary AUM: $722.7M
- Non-discretionary AUM: $985.2M
- Clients: 36
- Accounts: 68

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (17)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289784/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289784/similar
- Related entities: https://search.stillhousedata.com/firm/289784/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289784

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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.