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Lpl Financial

Prime broker
Private funds
2
Advisory firms
2

About Lpl Financial

Lpl Financial is named as a prime broker on Form ADV filings for 2 private funds across 2 SEC-registered advisers. It appears in multiple roles across filings: prime broker, custodian.

Largest fund clients

2 funds
FundManagerGross assets
South Meadows Rv & Boat Storage LLCD&a Advisors, LLC$20.5M
Westwood Alpha Opportunity Fund LPWestwood Wealth Management$7.4M

Coverage

As prime broker1 funds
As custodian1 funds