LCP Institutional LLC

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Assets, Funds, Holdings

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LCP Institutional LLC
CRD #325133
SEC #801-127386
CIK #
AUM $1.8 BB (2024-06-05)
Employees 6 (83% Investors, 0% Brokers)
Phone470-326-7920
AddressThe Arts Center Tower
Atlanta, GA 30309
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
3.02.41.81.20.60.02009201420192025
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
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Granite FO LLC
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Wealthplan Partners LLC
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36 North Capital Management LLC
AR 1.8
Woodley Farra Manion Portfolio Management Inc
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RKL Wealth Management LLC
PA 1.8
Wealthquest Corporation
OH 1.8
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