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| Lipper Advisory Services Inc
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|---|---|
| CRD # | 107283 |
| SEC # | 801-39851 |
| CIK # | |
| AUM | 155.8 M (2026-03-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 908-273-2454 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | LSF Partners LP | [2012-03-29] | 0.8 M | 58.8 M |
| Filed 2009-04-28 (D) · Exemption 506, 4(6), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 0.2 |
| By Discretionary | ||
| Discretionary | 24 | 0.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 24 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 24 | 0.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| A Lipper | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.5B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
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IL | 158.7 M |
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|
Settian Capital LP
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|
Brandywine Asset Management Inc
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PA | 156.0 M |
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Quish & Co LLC
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CO | 154.2 M |
|
Winchester Asset Management LLC
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IL | 154.0 M |
|
Millennium Investment Services
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CA | 153.9 M |
|
Livian & Co LLC
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|
Santiago Capital LLC
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152.7 M | |
|
Markin Asset Management LP
✚
|
152.5 M |