Lombard Investments Inc

Search
⚲

Lombard Investments Inc ✚
CRD #	157418
SEC #	801-74099
CIK #	0001634093
AUM
Employees	9 (67% Investors, 0% Brokers)
Phone	415-397-5900
Address	950 John Daly Boulevard Daly City, CA 94015-3004
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
PE	Lombard Thailand Intermediate Fund LLC	2014-06-26		0.1 M
PE	Lombard Asia IV LP	[2012-12-14]	174.6 M	162.0 M
	Filed 2012-10-22 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Laiii AIV LP	2012-02-14		20.9 M
PE	Lombard Asia III LP	2012-02-14		62.0 M
PE	Lombard/Pacific Partners LP	2012-02-14		1.0 M
PE	Thailand Equity Fund	2012-02-14		150.4 M

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 Partners	2011 - 2026
California Public Employees' Retirement System

Form D Directors	Role	# Filings	# Firms
Thomas Smith	Executive Officer	100	8
Peter Sullivan	Executive Officer	12	2
Scott Sweet	Executive Officer	4	2
Pote Videt	Executive Officer	3	2
Lombard Investments Inc	Promoter	3	2
Lombard Asia IV GP LLC	Promoter	3	2

EDGAR Form	CIK	2011 - 2026
D	[0001634093]

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Private Equity

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

Lombard Investments Inc

Assets, Funds, Holdings