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LAW FINANCE GROUP MANAGEMENT COMPANY

Advisory

N·DELRAY BEACH, FL

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM

$101M

1-Year AUM Growth

-3.8%

3-Year CAGR

-22.7%

Employees

10

Assets Under Management

Total AUM$101M

Discretionary AUM$62M

Non-Discretionary AUM$39M

Discretionary %61.4%

Total Clients6

Team

Total Employees10

Investment Advisers11

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record14

First FilingJun 29, 2017

Latest FilingMar 31, 2025

🔒 Full AUM trend chart and 14 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LAW FINANCE GROUP MANAGEMENT COMPANY

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.