|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Law Finance Group Management Company
✚
|
|
|---|---|
| CRD # | 174079 |
| SEC # | 801-110940 |
| CIK # | 0001908429 |
| AUM | $101.5 M (2025-03-31) |
| Employees | 11 (91% Investors, 0% Brokers) |
| Phone | 415-446-2300 |
| Address | 1615 South Congress Ave Delray Beach, FL 33445 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | LFG HVS SPV LP | 2019-03-30 | 19.7 | |
| PE | Law Finance Group Fund IV LP | [2018-02-08] | 2.1 | 6.0 |
| PE | Law Finance Group Fund IV LP Parallel | [2018-02-08] | 2.1 | 34.4 |
| PE | TSO LFG Asset HoldCo LLLP | 2017-03-31 | 39.2 | |
| PE | Law Finance Group Fund III A Series of LFG Special Investor Group LLC | [2015-01-30] | 34.5 | 2.3 |
| PE | LFG Special Investor Group LLC - Series 1 Excess ERG LLC | [2015-01-30] | 4.3 | 3.2 |
| PE | LFG Special Investor Group LLC - Series 2012A | [2014-07-15] | 11.4 | 0.7 |
| PE | LFG Special Investor Group LLC - Series 2013A | [2014-07-15] | 11.4 | 0.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 101.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 101.5 |
| By Discretionary | ||
| Discretionary | 5 | 62.3 |
| Non-Discretionary | 1 | 39.2 |
| Total | 6 | 101.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.5 | |
| Total | 6 | 101.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Carpenter | 22 | ||
| Alan Zimmerman | 5 | ||
| Robert Antelme | 5 | ||
| Kevin McCaffrey | 5 | ||
| Law Finance Group Fund IV GP LLC | 2 | ||
| Lawfinance Group Holdings LLC | 2 | ||
| Keren Ackerman | 2 | ||
| Henry Sweetbaum | 3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001908429] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Abacus Investments LLC
✚
|
AL | 0.1 |
|
Partnership Capital Growth Investors Management LLC
✚
|
CA | 0.1 |
|
Cathay Capital NA LLC
✚
|
NY | 0.1 |
|
GQG Private Capital Solutions LLC
✚
|
WA | 0.1 |
|
1 Roundtable Partners LLC
✚
|
NY | 0.1 |
|
Invidia Capital Management LP
✚
|
NY | 0.1 |
|
Forepont Capital LLC
✚
|
NY | 0.1 |
|
Summer Street Capital Partners LLC
✚
|
0.1 | |
|
Marquee Adviser LLC
✚
|
IL | 0.1 |
|
Architect Equity Management LLC
✚
|
CA | 0.1 |