LP INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2020
Total AUM
$696M
Discretionary
$0
0% of AUM
Avg account
$174M
Accounts
4
Employees
2
Advisory reps
1

Firm details

Headquarters
DALLAS, Texas
CRD number
306615
Registered since
January 17, 2020
Fee structure
Fixed Fees
Client types
  • Corporations / Businesses69.94%
  • HNWI30.06%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

LP Investment Management, LLC is a privately owned limited liability company that registered with the SEC in 2020. The firm positions itself as a capital allocator and provides portfolio management for individuals and small businesses, along with selection-of-other-advisers services—indicating a reliance on third‑party managers for portions of its offering. Ownership is held by an individual and the firm bills on a fixed‑fee basis rather than a percentage-of-assets fee schedule. The adviser is not flagged as an active ESG investor, is not registered as a multi‑state adviser, and does not describe itself as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Other 63%, Private Funds 12%, Exchange Traded Equities 8%, US Government Bonds 8%, Cash & Cash Equivalents 8%63%
  • Other63%
  • Private Funds12%
  • Exchange Traded Equities8%
  • US Government Bonds8%
  • Cash & Cash Equivalents8%

Owners & executives

1 of 1
  • ALAN PIERCE

    CIOCRD 2173211

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3899 Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth