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| Happy Holidays!! thanks for using AUM13F!! |
| LM Advisors LLC
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| CRD # | 153940 |
| SEC # | 801-72170 |
| CIK # | 0002011314 |
| AUM | $2.3 B (2025-03-27) |
| Employees | 21 (38% Investors, 0% Brokers) |
| Phone | 619-814-1400 |
| Address | 750 B Street San Diego, CA 92101-8192 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002011314 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| Salesforce Com Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | LMA Balanced Segregated Portfolio | 2017-03-31 | 70.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 0.1 |
| (b) Individuals (high net worth individuals) | 265 | 1.8 |
| (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 | 1 | 0.1 |
| (g) Pension and profit sharing plans | 20 | 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 | 15 | 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 | 1,158 | 2.3 |
| By Discretionary | ||
| Discretionary | 1,152 | 2.3 |
| Non-Discretionary | 6 | 0.0 |
| Total | 1,158 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 0.7 | |
| Total | 1,158 | 2.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011314] |
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LVW Advisors LLC
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