Lingotto US LLC

RIASEC RegisteredEst. 2024
Total AUM
$2B
Discretionary
$687M
35% of AUM
Avg account
$197M
Accounts
10
Employees
17
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
328113
Registered since
January 2, 2024
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles87.06%
  • Pension & Profit Sharing Plans11.35%
  • Charitable Organizations1.59%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lingotto US LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves an institutional client base and focuses on advisory work for pooled investment vehicles, acting in roles that include investment adviser, commodity pool operator/CTA and sponsor or general partner for pooled products. Ownership is a combination of a foreign entity and an individual. Lingotto charges both a percentage-of-assets fee and performance-based fees, does not self-identify as an ESG-focused investor, and is not set up as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 6%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents6%

Owners & executives

2 of 2
  • Bon Man Ha

    Chief Operating OfficerCRD 6239765

  • Loise Kabucho

    Chief Compliance OfficerCRD 8050853

Contacts

2 of 2
  • Michael Bartolotta

    Board MemberCRD 6699263

  • Ramona Heine

    Non-Executive DirectorCRD 6285948

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
461 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth