| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lsv Special Opportunities Domestic Fund Vi-A, L.P. | Private Equity | $335.9M | $500K |
| Lsv Special Opportunities Fund VI, L.P. | Private Equity | $313.1M | $1M |
| Lsv Special Opportunities Domestic Fund Vii-A, L.P. | Private Equity | $206M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Edward Shapiro Control | Co-President | Under 5% | 2022 |
| Daniel Joseph Caffarelli Control | Chief Compliance Officer | Under 5% | 2023 |
| David Gilbert Tisch Control | Chief Executive Officer | Under 5% | 2005 |
Lgk Advisors, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
Lgk Advisors, LLC manages 16 private funds with combined gross assets of $1.6 billion.
Lgk Advisors, LLC reports 25 employees.
Lgk Advisors, LLC is based in New York, NY and has been SEC-registered since 2010.
Lgk Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 712 5th Avenue, 37th Floor, New York, NY 10019 |
| Phone | 212-378-3700 |
| Fax | 212-378-3701 |
| Office hours | 9:00 a.m. To 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $3.24B |
| Non-discretionary | $1.3M |
| Total (RAUM) | $3.24B |