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| LM Advisors LLC
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|---|---|
| CRD # | 153940 |
| SEC # | 801-72170 |
| CIK # | 0002011314 |
| AUM | 2,877.2 M (2026-03-30) |
| Employees | 22 (36% Investors, 0% Brokers) |
| Phone | 619-814-1400 |
| Address | 750 B Street San Diego, CA 92101-8192 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 0.3 | ||
| Alphabet Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| iShares Bitcoin Trust | 0.1 | ||
| iShares Comex Gold Trust | 0.1 | ||
| Bank of America Corp /DE/ | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | LMA Balanced Segregated Portfolio | 2017-03-31 | 76.7 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 245 | 0.1 |
| (b) Individuals (high net worth individuals) | 295 | 2.3 |
| (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 | 20 | 0.0 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 21 | 0.3 |
| (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 | 1,466 | 2.9 |
| By Discretionary | ||
| Discretionary | 1,461 | 2.9 |
| Non-Discretionary | 5 | 0.0 |
| Total | 1,466 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 0.8 | |
| Total | 1,466 | 2.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011314] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Clients | 1 (72 non-US) |
| Serves | Institutional, Retail |
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