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| Lingo Investments LLC
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| CRD # | 167898 |
| SEC # | 801-133695 |
| CIK # | |
| AUM | 75.0 M (2025-11-19) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 480-678-0411 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | PHI Single Index Option Fund LP | [2016-12-06] | 12.0 M | 13.7 M |
| Filed 2016-02-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Commission $327,491 · Net Assets Decline to Disclose | ||||
| HF | Tactical Index Option Fund LP | [2016-12-06] | 7.6 M | 3.1 M |
| Filed 2017-01-30 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 346 | 32.2 |
| (b) Individuals (high net worth individuals) | 23 | 42.8 |
| (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 | 877 | 75.0 |
| By Discretionary | ||
| Discretionary | 877 | 75.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 877 | 75.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 75.0 | |
| Total | 877 | 75.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Hatfield | Executive Officer | 12 | 3 | |
| Jacob Pacini | Executive Officer | 3 | 2 | |
| Pacini Hatfield Investments LLC | Executive Officer | 3 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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