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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lipper Advisory Services Inc
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| CRD # | 107283 |
| SEC # | 801-39851 |
| CIK # | |
| AUM | $143.0 M (2025-03-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 908-273-2454 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | LSF Partners LP | [2012-03-29] | 0.8 | 52.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 24 | 0.1 |
| By Discretionary | ||
| Discretionary | 24 | 0.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 24 | 0.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.1 | |
| Total | 24 | 0.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| A Lipper | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Buckley Capital Advisors LLC
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|
FL | 0.1 |
|
Barington Companies Investors LLC
✚
|
NY | 0.1 |
|
Forest Hill Capital LLC
✚
|
AR | 0.1 |
|
Shorepath Capital Management LLC
✚
|
UT | 0.1 |
|
Dynamic Wealth Strategies LLC
✚
|
CA | 0.1 |
|
Livian & Co LLC
✚
|
NY | 0.1 |
|
Millennium Investment Services
✚
|
CA | 0.1 |
|
Tsai Capital Corporation
✚
|
0.1 | |
|
Artience Capital Management LLC
✚
|
0.1 | |
|
Equilibrium Ventures LLC
✚
|
NY | 0.1 |