LSP ADVISORY LLC

Overview

LSP Advisory LLC is a small, owner-operated advisory firm focused on fee-based portfolio management for individuals and families. The firm runs discretionary portfolios and acts as a capital allocator, balancing core public fund exposures with allocations to third-party alternative managers. Core services include direct portfolio management for individuals and small businesses, selection and oversight of outside advisers, and client education through seminars and workshops. The firm charges a percentage-of-AUM fee and does not position itself as an ESG-focused or pension consulting adviser. Investment activity centers on mutual funds and other public pooled vehicles for core equity and fixed income exposure, while selectively accessing private-market and commodity strategies through external fund managers. The firm’s use of third-party managers and adviser selection implies a manager-of-managers approach rather than heavy in-house product manufacturing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices