LCP ADVISOR I LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WHITE PLAINS, New York
CRD number
297085
Registered since
February 26, 2021

Firm profile

FINTRX

Overview

LCP Advisor I LLC is a limited liability company that registered with the SEC in 2021. The adviser is described as an unclassified entity with domestic ownership characteristics. It does not report a traditional advisory client base or operate as a broad capital allocator; instead its activity centers on real estate investment vehicles. The firm is not identified as an active ESG investor and is not a multistate adviser. Operationally, LCP Advisor I LLC is affiliated with real estate industry roles: it is registered as a real estate broker, serves as a sponsor of limited partnerships (non‑pooled LPs), and operates as sponsor, general partner, or managing member of pooled investment vehicles. Those designations indicate the firm participates on the deal‑sourcing, structuring and sponsor/manager side of private real estate transactions rather than functioning primarily as a retail wealth manager.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • FRANCIS LIVELY

    President and Chief Executive OfficerCRD 4404452

Contacts

1 of 1
  • MAURICE CUMMINGS

    DirectorCRD 1619450

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WHITE PLAINS, NY

WESTCHESTER

Location

WHITE PLAINS, NY

Headquartered in WHITE PLAINS, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
50 Main St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth