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 SEC-registered advisory LLC that entered registration in 2024 and serves institutional clients. The firm focuses on portfolio management for pooled investment vehicles and operates as an adviser and sponsor/GP or managing member for pooled vehicles; it also has affiliations consistent with CPO/CTA activity. Ownership is reported as a mix of a foreign entity and an individual. Compensation combines a percentage-of-AUM schedule with performance-based fees. The firm does not identify 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

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