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| LGK Advisors LLC
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| CRD # | 154922 |
| SEC # | 801-71798 |
| CIK # | |
| AUM | 4,391.7 M (2026-03-31) |
| Employees | 27 (37% Investors, 0% Brokers) |
| Phone | 212-378-3700 |
| Address | 712 5th Avenue, 37th Floor New York, NY 10019 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | LSV Special Opportunities Domestic Fund VII-A LP | [2024-03-29] | 632.2 M | 529.2 M |
| Filed 2025-04-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | LSV Special Opportunities Domestic Fund VII LP | [2024-03-29] | 369.8 M | 364.9 M |
| Filed 2025-06-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $236,793 · Revenue Decline to Disclose | ||||
| PE | LSV Special Opportunities Fund VII LP | [2024-03-29] | 165.2 M | 99.7 M |
| Filed 2025-06-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | LSV Advantage International VI LP | 2022-03-30 | 22.0 M | |
| PE | LSV Special Opportunities Domestic Fund VI-A LP | [2022-03-30] | 378.6 M | |
| Filed 2021-11-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | LSV Special Opportunities Domestic Fund VI LP | [2022-03-30] | 75.9 M | 259.0 M |
| Filed 2025-06-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | LSV Special Opportunities Fund VI LP | [2022-03-30] | 280.1 M | 347.3 M |
| Filed 2019-07-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Commission $431,345 · Revenue Decline to Disclose | ||||
| PE | LSV Special Opportunities Domestic Fund V LP | [2017-03-31] | 82.8 M | 59.3 M |
| Filed 2019-12-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $235,343 · Net Assets Decline to Disclose | ||||
| PE | LSV Advantage International IV Onshore LP | 2016-04-26 | ||
| PE | LSV Advantage International Offshore IV Ltd | 2016-04-26 | ||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 17 | 4.4 |
| (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 | 17 | 4.4 |
| By Discretionary | ||
| Discretionary | 16 | 4.4 |
| Non-Discretionary | 1 | 0.0 |
| Total | 17 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 3.4 | |
| Total | 17 | 4.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michelle Wilson-Clarke | Director | 284 | 70 | |
| Scott Lennon | Director | 163 | 37 | |
| David Tisch | Director, Executive Officer | 29 | 5 | |
| Aaron Shapiro | Executive Officer | 17 | 3 | |
| Saul Diamond | Executive Officer | 12 | 3 | |
| Daniel Altman | Executive Officer | 8 | 3 | |
| Jeffery Fang | Executive Officer | 8 | 3 | |
| Lgk Advisors II LP | Executive Officer, Promoter | 6 | 3 | |
| Lgk Advisors III LP | Executive Officer, Promoter | 6 | 2 | |
| Lgk General Partner VI LLC | Executive Officer, Promoter | 4 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 549300Q3TDXIBVJSUF35 |
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