LEWIS & CLARK PARTNERS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$263M
Discretionary
$263M
100% of AUM
Avg account
$32.9M
Accounts
8
Employees
25
Advisory reps
6

Firm details

Headquarters
SAINT LOUIS, Missouri
CRD number
299686
Registered since
February 21, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lewis & Clark Partners, LLC is organized as an LLC and operates as an advisor and sponsor of pooled investment vehicles with a primary focus on venture capital. The firm services institutional clients and acts as a general partner/sponsor and managing member for the funds it runs. Its advisory work is concentrated on portfolio management for pooled vehicles, and its compensation combines asset-based fees with performance-based fees. The firm is not positioned as a third‑party capital allocator and is not active on ESG investing.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MEGAN LANE

    Chief Compliance Officer / Chief Financial OfficerCRD 7048369

Contacts

3 of 5
  • Timothy Spihlman

    Managing DirectorCRD 7895042

  • THOMAS HILLMAN

    Founding General PartnerCRD 6557166

  • Lawrence Page II

    Managing DirectorCRD 7895044

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAINT LOUIS, MO

SAINT LOUIS

Location

SAINT LOUIS, MO

Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS
Address
120 S Central Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth