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| LGK Advisors LLC
✚
| |
|---|---|
| CRD # | 154922 |
| SEC # | 801-71798 |
| CIK # | |
| AUM | $2.6 BB (2024-03-29) |
| Employees | 20 (40% Investors, 0% Brokers) |
| Phone | 212-378-3700 |
| Address | 540 Madison Avenue, 33rd Floor New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | LSV Special Opportunities Domestic Fund VII-A LP | [2024-03-29] | 503.5 | 21.2 |
| PE | LSV Special Opportunities Domestic Fund VII LP | [2024-03-29] | 159.2 | 1.4 |
| PE | LSV Special Opportunities Fund VII LP | [2024-03-29] | 102.3 | 2.2 |
| PE | LSV Advantage International VI LP | 2022-03-30 | 18.8 | |
| PE | LSV Special Opportunities Domestic Fund VI-A LP | [2022-03-30] | 0.0 | 238.1 |
| PE | LSV Special Opportunities Domestic Fund VI LP | [2022-03-30] | 75.9 | 176.7 |
| PE | LSV Special Opportunities Fund VI LP | [2022-03-30] | 169.8 | 275.6 |
| PE | LSV Special Opportunities Domestic Fund V LP | [2017-03-31] | 82.8 | 63.5 |
| 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 ($BB) |
|---|---|---|
| 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 | 18 | 2.6 |
| (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 | 18 | 2.6 |
| By Discretionary | ||
| Discretionary | 16 | 2.6 |
| Non-Discretionary | 2 | 0.1 |
| Total | 18 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 1.8 | |
| Total | 18 | 2.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Michelle WilsonClarke | 277 | |||
| Scott Lennon | 154 | |||
| 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 General Partner VI LLC | 4 | |||
| View All | ||||
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