| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lma Balanced Segregated Portfolio | Other Private | $70.1M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Goodbank Investment LLC | Member | Under 5% | 2019 |
| Jfkapital LLC | Member | Under 5% | 2016 |
| Jonathan Lesley Chatfield Control | Chief Compliance Officer | Under 5% | 2023 |
Lm Advisors LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
Lm Advisors LLC manages 1 private funds with combined gross assets of $70.1 million.
Lm Advisors LLC reports 21 employees.
Lm Advisors LLC is based in San Diego, CA and has been SEC-registered since 2011.
Lm Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 750 B Street, Suite 3020, San Diego, CA 92101-8192 |
| Phone | 619-814-1400 |
| Fax | 619-814-0555 |
| Office hours | 6-Aug |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $2.29B |
| Non-discretionary | $13.6M |
| Total (RAUM) | $2.3B |