RIA Intel›Advisers›Massachusetts›LMCG INVESTMENTS, LLC

LMCG INVESTMENTS, LLC

Advisory

N·BOSTON, MA

Data as of Apr 9, 2026 · Source: SEC Form ADV

Total AUM

$6.8B

1-Year AUM Growth

+13.6%

3-Year CAGR

+15.3%

Employees

16

Assets Under Management

Total AUM$6.8B

Discretionary AUM$6.7B

Non-Discretionary AUM$141M

Discretionary %97.9%

Total Clients1,062

Team

Total Employees16

Investment Advisers46

Employee Growth (1Y)—

Filing History

Total Filings on Record41

First FilingJun 24, 2009

Latest FilingApr 9, 2026

🔒 Full AUM trend chart and 41 historical filings spanning 17+ 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 LMCG INVESTMENTS, LLC

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