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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lingo Investments LLC
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|---|---|
| CRD # | 167898 |
| SEC # | 801-133695 |
| CIK # | |
| AUM | $71.0 M (2025-06-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 480-678-0411 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | PHI Single Index Option Fund LP | [2016-12-06] | 12.0 | 13.7 |
| HF | Tactical Index Option Fund LP | [2016-12-06] | 7.6 | 3.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 310 | 29.5 |
| (b) Individuals (high net worth individuals) | 23 | 41.5 |
| (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 | 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 | 811 | 71.0 |
| By Discretionary | ||
| Discretionary | 811 | 71.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 811 | 71.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 71.0 | |
| Total | 811 | 71.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Hatfield | 12 | ||
| Jacob Pacini | 3 | ||
| Pacini Hatfield Investments LLC | 3 |
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|
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✚
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