Lockshield Partners Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Lockshield Partners Inc
CRD #175433
SEC #801-116877
CIK #
AUM $200.9 MM (2024-02-27)
Employees 7 (43% Investors, 0% Brokers)
Phone270-629-2046
Address301 South Broadway
Glasgow, KY 42141
Source [IAPD] [Website] [Facebook] [Instagram]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 893 150.1
(b) Individuals (high net worth individuals) 30 45.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 0.2
(h) Charitable organizations 2 0.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 3 4.5
Total 968 200.9
By Discretionary
Discretionary 0 0.0
Non-Discretionary 968 200.9
Total 968 200.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 200.9
Total 968 200.9
Comparable Firms State AUM ($BB)
Unison Asset Management LLC
FL 0.2
Milestone Investments Inc
NC 0.2
Monex Asset Management Inc
TX 0.2
Madrone Investment Advisory LLC
CA 0.2
Oceanis Financial Advisors Inc
FL 0.2
Hensler & Associates Wealth Management LLC
MI 0.2
Fortress Private Ledger LLC
NC 0.2
Albert D Mason Inc
MA 0.2
Guardian Asset Advisors LLC
PA 0.2
Loudon Investment Management LLC
NH 0.2
Terms | Privacy | Guide
tony@aum13f.com