Laconia Advisory Services LLC

Search
⚲

Laconia Advisory Services LLC ✚
CRD #	321749
SEC #	802-127060
CIK #
AUM
Employees
Phone	917-214-0564
Address	276 Fifth Avenue New York, NY 10001
Source	[IAPD] [Website]

Total AUM ($) Copy

Type	Form D Funds	Date	Sold	AUM
VC	Laconia Capital Group III LP	[2022-11-17]	11.8 M	21.9 M
	Filed 2021-04-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
VC	Laconia Capital Group II LP	[2022-11-17]	10.3 M	18.6 M
	Offered $15,000,000 · Filed 2018-10-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining $4,740,000 · Duration More than one year · Revenue Decline to Disclose
VC	Laconia Capital Group I LP	[2022-11-17]		9.7 M
	Offered $7,000,000 · Filed 2015-04-09 (D) · Exemption 506(c), 3(c)(1) · Minimum $150,000 · Remaining $7,000,000 · Duration One year or less · Revenue $5,000,001 - $25,000,000
VC	Laconia Ocrolus SPV II LP	[2022-11-17]	1.8 M	1.8 M
	Offered $1,825,435 · Filed 2021-07-16 (D) · Exemption 506(b) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose
VC	Laconia Ocrolus SPV I LP	[2022-11-17]	0.5 M	0.5 M
	Offered $460,001 · Filed 2020-11-09 (D) · Exemption 506(b) · Minimum $5,000 · Duration One year or less · Revenue Decline to Disclose

AUM Breakdown	Accounts	AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	0	0.0
By Discretionary
Discretionary	0	0.0
Non-Discretionary	0	0.0
Total	0	0.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		0.0
Total	0	0.0

Form D Directors	Role	# Filings	# Firms
Jeffrey Silverman	Executive Officer	19	3
David Arcara	Executive Officer	11	2
Laconia Advisory Services LLC	Executive Officer	4	1
Laconia Associates II LLC	Executive Officer	3	1
Laconia Associates III LLC	Executive Officer	1	1

Firm Profile (Form ADV)
LEI	2549007RWRGHTMVS7P98

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

Laconia Advisory Services LLC

Assets, Funds, Holdings