RIA Intel›Advisers›New York›LPK INVESTMENT GROUP, LLP

LPK INVESTMENT GROUP, LLP

Advisory

N·NEW YORK, NY

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$98M
1-Year AUM Growth
0.0%
3-Year CAGR
+4.7%
Employees
18
Assets Under Management
Total AUM$98M
Discretionary AUM$98M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients15
Team
Total Employees18
Investment Advisers68
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record12
First FilingMay 1, 2015
Latest FilingMar 25, 2026
🔒 Full AUM trend chart and 12 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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