LILIUM GROUP

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

Firm details

Headquarters
HOUSTON, Texas
CRD number
317404
Registered since
December 15, 2021

Firm profile

FINTRX

Overview

Lilium Group is a limited liability company that registered with the SEC in 2021 and operates as a domestic entity. The firm is structured to act as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional discretionary manager for retail or institutional advisory accounts. It is classified as unclassified in the snapshot data, and it does not market itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to other registered entities. The firm does not identify as a capital allocator; instead its activity centers on forming and managing pooled funds where it serves in a sponsor/GP capacity. No fee schedule or detailed advisory activities are provided in the available records.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1811 Bering Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth