Lisc Fund Management, LLC

RIASEC RegisteredEst. 2020
Total AUM
$615M
Discretionary
$615M
100% of AUM
Avg account
$51.2M
Accounts
12
Employees
14
Advisory reps
8

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Michael Pugh

    President, CEOCRD 7900162

  • Christina Travers

    Chief Financial OfficerCRD 7900165

Contacts

3 of 6
  • Richard Pinner

    Associate General CounselCRD 7895359

  • Courtney Branker

    Vice President, TreasurerCRD 7357448

  • Tiffany Durr

    Interim PresidentCRD 7939904

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
28 Liberty St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth