PPrivate Fund Data Log in Join · $37/mo

Lingo Investments LLC

CRD 167898SEC# 801-133695
Export (members)
No longer SEC-registered. Lingo Investments LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$71M
Employees
2
Accounts
811
Location

Lingo Investments LLC assets under management

Lingo Investments LLC operates as an SEC-registered investment adviser. It reports $71 million in regulatory assets under management and employs 2 people.

Lingo Investments LLC owners & executives

4 reported
NameTitleOwnershipSince
Jacob Martin ControlPresident, CcoUnder 5%2025
Jacob N. Pacini ControlManaging Member, Cio Specialized Equity And OptionsUnder 5%2013
United Wealth Collective Private Equity Group LLC ControlDirect OwnerOver 75%2024
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Lingo Investments LLC manage?

Lingo Investments LLC reports $71 million in regulatory assets under management on its Form ADV.

How many employees does Lingo Investments LLC have?

Lingo Investments LLC reports 2 employees.

Does Lingo Investments LLC disclose fund performance?

Lingo Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours9:00a.m.-5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$71M
Non-discretionary$0
Total (RAUM)$71M