Lmcg Investments, LLC
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
FINTRXOverview
Lmcg Investments, LLC is an SEC-registered hedge fund organized as an LLC and operating since 2009. The firm serves both high-net-worth individuals and institutional clients, providing portfolio management across separately managed accounts, pooled vehicles and investment companies. It also offers selection-of-other-advisers services and functions in commodity pool or trading advisor roles (CPO/CTA). Compensation is a mix of asset-based fees and performance-related fees consistent with hedge-fund structures. The firm does not position itself as a capital allocator, is not an active ESG investor, and does not identify as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities34%
- US Government Bonds27%
- Cash & Cash Equivalents15%
- State & Local Bonds10%
- Investment Grade Corp Bonds8%
Owners & executives
3 of 4John Despotopulos
Chief Operating OfficerCRD 2470200
Brooke Regan
Chief Compliance OfficerCRD 8251747
Iii Tower
Chief Operating Officer & Chief Compliance OfficerCRD 2489335
Contacts
3 of 16
Lars Cianciolo
Investment AnalystCRD 6952534
John Layton
Managing PartnerCRD 2562597
Scott Macdonald
Partner, Wealth ManagementCRD 5735426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$258M in ETFs
95%
$245M
0%
$13.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $36.2M | 437,298 | 14.02% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Boston Pl
- Time zone
- ET (UTC-5)
- Office locations
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