LGL PARTNERS, LLC
Firm details
- Headquarters
- PHILADELPHIA, Pennsylvania
- CRD number
- 289784
- Registered since
- September 13, 2017
- Website
- www.lglpartners.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI84.16%
- Pooled Investment Vehicles15.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
LGL Partners, LLC is an independent registered investment adviser organized as an LLC and in operation since 2017. The firm functions as a capital allocator for both individual/family and institutional clients, offering fee arrangements that include percentage-of-AUM, fixed fees, and performance-based fees. Advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of outside advisers. LGL also has activity as a commodity pool operator/commodity trading advisor and serves as sponsor/GP/managing member of pooled investment vehicles. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds42%
- Private Funds35%
- Cash & Cash Equivalents14%
- Exchange Traded Equities6%
- US Government Bonds2%
Owners & executives
3 of 4ANDREW MEHALKO
Chief Investment OfficerCRD 1739679
PETER ORTIZ
Chief Operations OfficerCRD 4489860
KEITH BLOOMFIELD
Founder & CEOCRD 5256516
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$233M in ETFs
95%
$223M
3%
$11M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $64.1M | 98,217 | 27.43% |
Location
PHILADELPHIA, PA
PHILADELPHIA
Location
PHILADELPHIA, PA
Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- PHILADELPHIA
- Address
- 2 Liberty 50 16 Pl St
- Time zone
- ET (UTC-5)
- Office locations
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