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Lipper Advisory Services Inc

● SEC registered since 1991CRD 107283SEC# 801-39851
Export (members)
Ranks #5,218 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$143M
Fund GAV
$52.3M
Private funds
1
Employees
3
Accounts
24
Location

Lipper Advisory Services Inc assets under management

Lipper Advisory Services Inc is a registered investment adviser overseen by the SEC. The firm has been registered since 1991. It reports $143 million in regulatory assets under management and employs 3 people. Lipper Advisory Services Inc manages 1 private fund with combined gross assets of $52.3 million, including Lsf Partners, LP. By regulatory assets, it ranks 5,218 of 5,911 private fund managers.

Lipper Advisory Services Inc private funds

1 funds · $52.3M GAV
FundTypeGross assetsMin.
Lsf Partners, LPHedge$52.3M$1M

Lipper Advisory Services Inc owners & executives

3 reported
NameTitleOwnershipSince
A Michael Lipper ControlPresident/Sole DirectorOver 75%1981
Hylton Hudson Phillips-PageVice PresidentUnder 5%2015
Zachary Max KaplanChief Compliance OfficerUnder 5%2022

Frequently asked questions

How much does Lipper Advisory Services Inc manage?

Lipper Advisory Services Inc reports $143 million in regulatory assets under management on its Form ADV.

How many private funds does Lipper Advisory Services Inc manage?

Lipper Advisory Services Inc manages 1 private funds with combined gross assets of $52.3 million.

How many employees does Lipper Advisory Services Inc have?

Lipper Advisory Services Inc reports 3 employees.

Does Lipper Advisory Services Inc disclose fund performance?

Lipper Advisory Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(908) 273-2454
Fax(908) 273-8231
Office hours8:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$143M
Non-discretionary$0
Total (RAUM)$143M

Service providers

Auditor
Prime broker
Administrator