Lisc Fund Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 304733
- Registered since
- December 14, 2020
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lisc Fund Management, LLC is an SEC-registered investment adviser (registered in 2020) organized as an LLC that focuses on pooled investment vehicles with an institutional client base. The firm is classified as a real estate fund manager and other fund provider and lists portfolio management for pooled vehicles as its primary advisory activity. It also serves in sponsor roles for limited partnerships and as a GP/managing member for pooled vehicles. Ownership is listed as a domestic entity and individual. The adviser is not a multi-state adviser, is not identified as an active ESG investor, and is not described as a pension consultant or related adviser. Fee arrangements include percentage-of-AUM fees alongside fixed fees and performance-based fees, reflecting a mix of traditional management and incentive compensation structures.
Assets & Accounts
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
Owners & executives
2 of 2Michael Pugh
President, CEOCRD 7900162
Christina Travers
Chief Financial OfficerCRD 7900165
Contacts
3 of 6Richard Pinner
Associate General CounselCRD 7895359
Courtney Branker
Vice President, TreasurerCRD 7357448
Tiffany Durr
Interim PresidentCRD 7939904
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 28 Liberty St
- Time zone
- ET (UTC-5)
- Office locations
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