RIA Intel›Advisers›Pennsylvania›LGL PARTNERS, LLC

LGL PARTNERS, LLC

Advisory

N·WEST CONSHOHOCKEN, PA

Data as of Apr 1, 2013 · Source: SEC Form ADV

Total AUM

$1.0B

1-Year AUM Growth

+23.2%

3-Year CAGR

+1.4%

Employees

6

Assets Under Management

Total AUM$1.0B

Discretionary AUM$513M

Non-Discretionary AUM$488M

Discretionary %51.2%

Total Clients—

Team

Total Employees6

Investment Advisers14

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingJun 2, 2010

Latest FilingApr 1, 2013

🔒 Full AUM trend chart and 8 historical filings spanning 3+ 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 LGL PARTNERS, LLC

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