|
⚲
|
| LP Investment Management LLC
✚
| |
|---|---|
| CRD # | 306615 |
| SEC # | 801-117960 |
| CIK # | 0001633071, 0001907494, 0001428242, 0001728896, 0000789307, 0001704609, 0001860140, 0001632554, 0001142031, 0001051042 |
| AUM | $731.1 MM (2024-03-29) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 214-987-8234 |
| Address | 3899 Maple Avenue, Suite 400 Dallas, TX 75219 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 200.1 |
| (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 | 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 | 531.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 731.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 4 | 731.1 |
| Total | 4 | 731.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 731.1 | |
| Total | 4 | 731.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001051042] | |
| SC 13G | [0001051042] | |
| 13F-HR | [0001142031] | |
| SC 13G | [0001142031] | |
| 13F-HR | [0001428242] | |
| 13F-HR | [0001632554] | |
| 13F-NT | [0001633071] | |
| D | [0001704609] | |
| 3 | [0001728896] | |
| 3 | [0001860140] | |
| 4 | [0001860140] | |
| SC 13G | [0001860140] | |
| SC 13G | [0001907494] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Torreyana Capital LLC
✚
|
CA | 0.7 |
|
Smith Thornton Advisors LLC
✚
|
AL | 0.7 |
|
Claremont Capital Management LLC
✚
|
AZ | 0.7 |
|
Slow Capital Inc
✚
|
CA | 0.7 |
|
Dock Street Asset Management Inc
✚
|
FL | 0.7 |
|
Guardian Wealth Strategies LLC
✚
|
MN | 0.7 |
|
4612 Group LLC
✚
|
GA | 0.7 |
|
Integrity Fixed Income Management LLC
✚
|
FL | 0.7 |
|
Wealthtrust Axiom LLC
✚
|
PA | 0.7 |
|
Olstein Capital Management LP
✚
|
NY | 0.7 |