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| LP Investment Management LLC
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|
|---|---|
| CRD # | 306615 |
| SEC # | 801-117960 |
| CIK # | 0001632554, 0002062515, 0001907494, 0000789307, 0001860140, 0001704609, 0001428242, 0001142031, 0001728896, 0001633071 |
| AUM | $772.8 M (2025-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 214-987-8234 |
| Address | 3899 Maple Avenue, Suite 400 Dallas, TX 75219 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Lowes Companies Inc | 0.0 | |
| SPDR Gold Trust | 0.0 | |
| Microsoft Corp | 0.0 | |
| Amazon Com Inc | 0.0 | |
| CrowdStrike Holdings Inc | 0.0 | |
| iShares Comex Gold Trust | 0.0 | |
| Nvidia Corp | 0.0 | |
| Facebook Inc | 0.0 | |
| Cintas Corp | 0.0 | |
| SEI Investments Co | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 203.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 568.9 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 772.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 4 | 772.8 |
| Total | 4 | 772.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 772.8 | |
| Total | 4 | 772.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000789307] | |
| 13F-HR | [0001142031] | |
| SC 13G | [0001142031] | |
| 13F-HR | [0001428242] | |
| 13F-HR | [0001632554] | |
| 13F-NT | [0001633071] | |
| D | [0001704609] | |
| 3 | [0001728896] | |
| 3 | [0001860140] | |
| 4 | [0001860140] | |
| SC 13G | [0001860140] | |
| SC 13G | [0001907494] | |
| D | [0002062515] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Westside Investment Management LLC
✚
|
CA | 0.8 |
|
Integrated Investment Consultants LLC
✚
|
MI | 0.8 |
|
ORG Partners LLC
✚
|
IN | 0.8 |
|
Carson Advisory Inc
✚
|
GA | 0.8 |
|
Alteri Wealth LLC
✚
|
CA | 0.8 |
|
Lanham Odell & Co Inc
✚
|
WV | 0.8 |
|
Edge Wealth Management LLC
✚
|
NY | 0.8 |
|
Findec Wealth Services Inc
✚
|
CA | 0.8 |
|
FSA Wealth Partners Inc
✚
|
MD | 0.8 |
|
The High Net Worth Advisory Group LLC
✚
|
FL | 0.8 |