|
⚲
|
| Laureate Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 172519 |
| SEC # | 801-136080 |
| CIK # | |
| AUM | $121.9 M (2026-05-01) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 312-300-6765 |
| Address | 460 N Main Street Glen Ellyn, IL 60137 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | LCM DGC Feeder Fund I LLC | 2026-03-30 | 2.5 | |
| Other | LCM Still Austin Series C LLC | [2026-03-30] | 2.6 | 5.8 |
| HF | LWM Veridis Feeder Fund III LLC | 2026-03-30 | 2.9 | |
| PE | LWM Veridis Feeder Fund II LLC | 2026-03-30 | 2.1 | |
| HF | LWM Veridis Feeder Fund I LLC | 2026-03-30 | 1.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 34 | 107.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 14.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 117 | 121.9 |
| By Discretionary | ||
| Discretionary | 82 | 84.1 |
| Non-Discretionary | 35 | 37.8 |
| Total | 117 | 121.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.9 | |
| Total | 117 | 121.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jeremy Boynton | 16 | 4 | ||
| Management LLC Laureate Capital | 1 | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
South Georgia Capital LLC
✚
|
IL | 0.1 |
|
Blackgold Capital Management LP
✚
|
TX | 0.1 |
|
Gordon Asset Management LLC
✚
|
FL | 0.1 |
|
Fairway Asset Management LLC
✚
|
NE | 0.1 |
|
Heirloom Investment Management LLC
✚
|
0.1 | |
|
Pope Asset Management LLC
✚
|
TN | 0.1 |
|
33 Capital Management LLC
✚
|
CT | 0.1 |
|
Sumnicht & Associates LLC
✚
|
WI | 0.1 |
|
Bergamot Asset Management LP
✚
|
NJ | 0.1 |
|
RGA Investment Advisors LLC
✚
|
NY | 0.1 |