LPK INVESTMENT GROUP, LLP

Overview

LPK Investment Group, LLP is a small, SEC-registered investment adviser organized as a limited liability partnership and operating since 2015. The firm’s stated advisory activities focus on discretionary portfolio management for both individuals/small businesses and for businesses or institutional clients, with its client base largely classified as institutional. LPK structures its engagements with performance-based fees, which typically aligns compensation with returns and indicates a focus on customized, outcome-driven mandates rather than mass-market advisory relationships. The firm is not an active ESG investor, does not operate as a multi-state adviser, and does not serve as a pension consultant or a capital allocator to other managers.

Assets & Accounts

Location & Offices