Lombard Investments Inc

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Assets, Funds, Holdings

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Lombard Investments Inc
CRD #157418
SEC #801-74099
CIK #0001634093
AUM
Employees 9 (67% Investors, 0% Brokers)
Phone415-397-5900
Address950 John Daly Boulevard
Daly City, CA 94015-3004
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
70056042028014002011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
PE Lombard Thailand Intermediate Fund LLC 2014-06-26 0.1
PE Lombard Asia IV LP [2012-12-14] 174.6 162.0
PE Laiii AIV LP 2012-02-14 20.9
PE Lombard Asia III LP 2012-02-14 62.0
PE Lombard/Pacific Partners LP 2012-02-14 1.0
PE Thailand Equity Fund 2012-02-14 150.4
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 2 224.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(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 0 0.0
Total 2 224.0
By Discretionary
Discretionary 2 224.0
Non-Discretionary 0 0.0
Total 2 224.0
By Non-United States Persons
Non-United States Persons 224.0
United States Persons 0.0
Total 2 224.0
Limited Partners2011 - 2025
California Public Employees' Retirement System
Form D Directors # Filings # Firms 2011 - 2025
Thomas Smith 90
Peter Sullivan 11
Scott Sweet 4
Pote Videt 3
Lombard Investments Inc 3
Lombard Asia IV GP LLC 3
EDGAR Form CIK 2011 - 2025
D [0001634093]
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