⚲
|
LCP Institutional LLC
✚
|
|
---|---|
CRD # | 325133 |
SEC # | 801-127386 |
CIK # | |
AUM | $1.8 BB (2024-06-05) |
Employees | 6 (83% Investors, 0% Brokers) |
Phone | 470-326-7920 |
Address | The Arts Center Tower Atlanta, GA 30309 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($BB) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 34 | 0.0 |
(b) Individuals (high net worth individuals) | 30 | 0.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 15 | 1.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 385 | 1.8 |
By Discretionary | ||
Discretionary | 161 | 0.2 |
Non-Discretionary | 224 | 1.6 |
Total | 385 | 1.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.4 | |
United States Persons | 1.4 | |
Total | 385 | 1.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Full Sail Capital LLC
✚
|
OK | 1.8 |
Madison Avenue Securities LLC
✚
|
CA | 1.8 |
Redhawk Wealth Advisors Inc
✚
|
MN | 1.8 |
DDD Partners LLC
✚
|
WA | 1.8 |
Granite FO LLC
✚
|
NH | 1.8 |
Wealthplan Partners LLC
✚
|
NE | 1.8 |
36 North Capital Management LLC
✚
|
AR | 1.8 |
Woodley Farra Manion Portfolio Management Inc
✚
|
IN | 1.8 |
RKL Wealth Management LLC
✚
|
PA | 1.8 |
Wealthquest Corporation
✚
|
OH | 1.8 |