Lufkin Advisors LLC

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Lufkin Advisors LLC ✚
CRD #	163918
SEC #	801-77226
CIK #
AUM
Employees
Phone	650-573-1187
Address	2640 Lake Shore Dr Riviera Beach, FL 33404
Source	[IAPD] [Website]

Total AUM ($M) Copy

Type	Form D Funds	Date	AUM ($M)
HF	La Capital Management Ltd	2012-10-02	40.1
HF	La Floating Rate Fund LP	2012-10-02	59.5
SA	Latitude CLO III Ltd	2012-10-02	1.9
SA	Latitude CLO II Ltd	2012-10-02	16.3
SA	Latitude CLO I Ltd	2012-10-02	1.4

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	3	115.8
(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	4	115.8
By Discretionary
Discretionary	4	115.8
Non-Discretionary	0	0.0
Total	4	115.8
By Non-United States Persons
Non-United States Persons		56.3
United States Persons		59.5
Total	4	115.8

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Lufkin Advisors LLC

Assets, Funds, Holdings