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| Happy Holidays!! thanks for using AUM13F!! |
| LGK Advisors LLC
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| CRD # | 154922 |
| SEC # | 801-71798 |
| CIK # | |
| AUM | $3.2 B (2025-03-31) |
| Employees | 25 (36% Investors, 0% Brokers) |
| Phone | 212-378-3700 |
| Address | 712 5th Avenue, 37th Floor New York, NY 10019 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | LSV Special Opportunities Domestic Fund VII-A LP | [2024-03-29] | 632.2 | 206.0 |
| PE | LSV Special Opportunities Domestic Fund VII LP | [2024-03-29] | 369.8 | 100.1 |
| PE | LSV Special Opportunities Fund VII LP | [2024-03-29] | 165.2 | 32.9 |
| PE | LSV Advantage International VI LP | 2022-03-30 | 19.7 | |
| PE | LSV Special Opportunities Domestic Fund VI-A LP | [2022-03-30] | 0.0 | 335.9 |
| PE | LSV Special Opportunities Domestic Fund VI LP | [2022-03-30] | 47.5 | 184.9 |
| PE | LSV Special Opportunities Fund VI LP | [2022-03-30] | 280.1 | 313.1 |
| PE | LSV Special Opportunities Domestic Fund V LP | [2017-03-31] | 82.8 | 58.0 |
| PE | LSV Advantage International IV Onshore LP | 2016-04-26 | 0.0 | |
| PE | LSV Advantage International Offshore IV Ltd | 2016-04-26 | 0.0 | |
| 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 | 3.2 |
| (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 | 3.2 |
| By Discretionary | ||
| Discretionary | 16 | 3.2 |
| Non-Discretionary | 1 | 0.0 |
| Total | 17 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 2.4 | |
| Total | 17 | 3.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Michelle WilsonClarke | 278 | |||
| Scott Lennon | 159 | |||
| David Tisch | 27 | |||
| Aaron Shapiro | 15 | |||
| Saul Diamond | 12 | |||
| Daniel Altman | 8 | |||
| Jeffery Fang | 8 | |||
| LGK Advisors II LP | 6 | |||
| LGK Advisors III LP | 6 | |||
| LGK Advisors LP | 4 | |||
| View All | ||||
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