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Lockshield Partners Inc
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CRD # | 175433 |
SEC # | 801-116877 |
CIK # | |
AUM | $200.9 MM (2024-02-27) |
Employees | 7 (43% Investors, 0% Brokers) |
Phone | 270-629-2046 |
Address | 301 South Broadway Glasgow, KY 42141 |
Source | [IAPD] [Website] [Facebook] [Instagram] |
Total AUM ($MM) |
---|
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 |