Lemniscate Partners Advisory LLC

Overview

Lemniscate Partners Advisory LLC is a California-registered limited liability company that provides financial planning, portfolio management for individuals and small businesses, and advisor selection services. The firm describes itself as a capital allocator and charges fees as a percentage of assets under management. Ownership is structured to include both an individual and a domestic entity. The firm does not identify itself as an active ESG investor and is not set up as a multi-state advisory firm per the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices