LMCG INVESTMENTS, LLC

RIASEC RegisteredEst. 2009

Total AUM

$6.8B

Discretionary

$6.7B

98% of AUM

Avg account

$3.5M

Accounts

1,965

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 149936
Registered since: July 6, 2009
Website: lmcg.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI36.05%
Pooled Investment Vehicles35.81%
State / Municipal Government17.14%
Investment Companies3.67%
Charitable Organizations3.23%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lmcg Investments, LLC is a SEC-registered hedge fund organized as an LLC and operating since 2009. The firm serves both individual/family and institutional clients and charges a combination of asset-based fees and performance fees. It operates in a commodity pool/CTA capacity and provides portfolio management across a range of vehicle types — from separate accounts and pooled investment vehicles to investment companies — and also performs manager selection for clients. Lmcg is not positioned as an ESG investor and does not operate as a multi-state or newly formed adviser. The firm sponsors private hedge funds in addition to its advisory activities, and it appears to blend manager-of-managers functions with direct portfolio management for individuals, businesses and institutions.