| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Select Opportunity LLC | Private Equity | $161.2M | $25K |
| Am Global Core Fund LLC | Hedge | $70.3M | $500K |
| Stanhope Fft Global Ventures LP | Private Equity | $27.7M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Patrick Mehalko Control | Chief Investment Officer | Under 5% | 2019 |
| Fwm Holdings, LLC Control | Direct Owner Of Lgl Partners | Over 75% | 2017 |
| Jonathan Richard Walsh Control | Chief Compliance Officer | Under 5% | 2025 |
Lgl Partners, LLC reports $847.9 million in regulatory assets under management on its Form ADV.
Lgl Partners, LLC manages 3 private funds with combined gross assets of $259.2 million.
Lgl Partners, LLC reports 45 employees.
Lgl Partners, LLC is based in Philadelphia, PA and has been SEC-registered since 2017.
Lgl Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2 Liberty Place, 50 S. 16th Street, Floor 34, Philadelphia, PA 19102 |
| Phone | 610-545-6100 |
| Fax | 610-545-6101 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $656.9M |
| Non-discretionary | $190.9M |
| Total (RAUM) | $847.9M |