LFL ADVISERS, LLC

RIASEC RegisteredEst. 2016
Total AUM
$507M
Discretionary
$507M
100% of AUM
Avg account
$127M
Accounts
4
Employees
3
Advisory reps
1

Firm details

Headquarters
EVANSTON, Illinois
CRD number
163963
Registered since
June 10, 2016
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles54.89%
  • Corporations / Businesses26.03%
  • State / Municipal Government19.07%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

LFL Advisers, LLC is a Delaware limited liability company that operates as a hedge fund adviser to institutional clients. The firm registered with the SEC in 2016 and is owned by an individual. Its business model centers on portfolio management for pooled investment vehicles and for institutional or business clients, and its fee schedule includes both a percentage-of-AUM component and performance-based fees. LFL Advisers reports a focus on equities and does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

Asset composition: Exchange Traded Equities 81%, Cash & Cash Equivalents 19%81%
  • Exchange Traded Equities81%
  • Cash & Cash Equivalents19%

Owners & executives

1 of 1
  • PETER LEWIS

    Chief Compliance OfficerCRD 2372259

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

EVANSTON, IL

COOK

Location

EVANSTON, IL

Headquartered in EVANSTON, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
1560 Sherman Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth