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| LM Advisors LLC
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| |
|---|---|
| CRD # | 153940 |
| SEC # | 801-72170 |
| CIK # | 0002011314 |
| AUM | $2.1 BB (2024-03-26) |
| Employees | 21 (38% Investors, 0% Brokers) |
| Phone | 619-814-1400 |
| Address | 750 B Street San Diego, CA 92101-8192 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GILD | 78,030.8 | 0.5 | |
| PFE | 284,248.0 | 0.3 | |
| AMZN | 1,092,997.8 | 0.1 | |
| GOOG | 1,482,566.4 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | LMA Balanced Segregated Portfolio | 2017-03-31 | 70.1 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 0.1 |
| (b) Individuals (high net worth individuals) | 254 | 1.7 |
| (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 | 5 | 0.0 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 14 | 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 | 977 | 2.1 |
| By Discretionary | ||
| Discretionary | 971 | 2.1 |
| Non-Discretionary | 6 | 0.0 |
| Total | 977 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 0.6 | |
| Total | 977 | 2.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002011314] |
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|---|---|---|
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