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Lockshield Partners, Inc.

● SEC registered since 2019CRD 175433SEC# 801-116877Glasgow, KY
Export (members)
Reg. AUM
$245.8M
Employees
3
Accounts
1,567
Location
Glasgow, KY

Lockshield Partners, Inc. assets under management

Lockshield Partners, Inc. is an investment advisory firm registered with the SEC based in Glasgow, KY. The firm has been registered since 2019. It reports $245.8 million in regulatory assets under management and employs 3 people.
www.facebook.com/lockshieldpartnersView on SEC.gov ↗

Lockshield Partners, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Daniel Joseph Klein ControlChief Compliance Officer/Managing MemberOver 75%2015

Frequently asked questions

How much does Lockshield Partners, Inc. manage?

Lockshield Partners, Inc. reports $245.8 million in regulatory assets under management on its Form ADV.

How many employees does Lockshield Partners, Inc. have?

Lockshield Partners, Inc. reports 3 employees.

Where is Lockshield Partners, Inc. located?

Lockshield Partners, Inc. is based in Glasgow, KY and has been SEC-registered since 2019.

Does Lockshield Partners, Inc. disclose fund performance?

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

Contact & registration

Address301 South Broadway, Glasgow, KY 42141
Phone270-629-2046
Fax270-629-2049
Office hours8a.m. - 4p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$245.8M
Total (RAUM)$245.8M