LMCG INVESTMENTS, LLC
CRD #149936 SEC #801-70357 BOSTON, MA 617-380-5600
SEC Registered Private Funds
Total AUM
$6.5B
Discretionary
$6.3B
Employees
45
Clients
--
Accounts
2,160
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $6.5B | $6.3B | $209.4M | 45 | 0 |
| Jul 2024 | $5.8B | $5.6B | $163.1M | 42 | 0 |
| Mar 2024 | $5.8B | $5.6B | $163.1M | 42 | 0 |
| Mar 2023 | $4B | $4B | $89.3M | 40 | 0 |
| Jan 2023 | $4.1B | $4B | $84.8M | 40 | 0 |
| Jan 2023 | $4.1B | $4B | $84.8M | 40 | 0 |
| Apr 2022 | $4.3B | $4.2B | $101.3M | 40 | 0 |
| Mar 2022 | $4.3B | $4.2B | $101.3M | 40 | 0 |
| Jan 2022 | $7.8B | $7.1B | $660.2M | 53 | 0 |
| Jan 2021 | $6.5B | $6B | $430.6M | 61 | 0 |
| Oct 2020 | $7.5B | $7B | $514.9M | 64 | 0 |
| Jun 2020 | $7.5B | $7B | $514.9M | 64 | 0 |
| Apr 2020 | $7.5B | $7B | $514.9M | 64 | 0 |
| Jan 2020 | $7.5B | $7B | $514.9M | 64 | 0 |
| Jan 2019 | $7B | $6.6B | $419.9M | 64 | 0 |
| Feb 2018 | $8B | $7.7B | $282.1M | 66 | 1 |
| Jan 2018 | $8B | $7.7B | $282.1M | 66 | 1 |
| Sep 2017 | $7.2B | $7B | $177M | 65 | 1,800 |
| Jan 2017 | $7.2B | $7B | $177M | 65 | 1,800 |
| Jan 2017 | $7.2B | $7B | $177M | 65 | 1,800 |
| Nov 2016 | $7.1B | $6.8B | $291.4M | 65 | 1,700 |
| Sep 2016 | $7.1B | $6.8B | $291.4M | 65 | 1,700 |
| Jul 2016 | $7.1B | $6.8B | $291.4M | 65 | 1,700 |
| Mar 2016 | $7.1B | $6.8B | $291.4M | 65 | 1,700 |
| Nov 2015 | $6.7B | $6.4B | $297.4M | 60 | 1,600 |
| Jun 2015 | $6.7B | $6.4B | $297.4M | 60 | 1,600 |
| May 2015 | $6.7B | $6.4B | $297.4M | 60 | 1,600 |
| Mar 2015 | $6.7B | $6.4B | $297.4M | 60 | 1,600 |
| Jan 2015 | $6B | $5.8B | $131.7M | 57 | 1,400 |
| Jan 2015 | $6B | $5.8B | $131.7M | 57 | 1,400 |
| Dec 2014 | $6B | $5.8B | $131.7M | 57 | 1,400 |
| Nov 2014 | $6B | $5.8B | $131.7M | 57 | 1,400 |
| Mar 2014 | $6B | $5.8B | $131.7M | 57 | 1,400 |
| Apr 2013 | $4.5B | $4.4B | $67.4M | 54 | 1,100 |
| Mar 2013 | $4.5B | $4.4B | $67.4M | 54 | 1,100 |
| Mar 2012 | $4.3B | $4.2B | $85.3M | 51 | 800 |
| Mar 2012 | $4.3B | $4.2B | $85.3M | 51 | 800 |
| Jun 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$6.5B
Discretionary$6.3B
Non-Disc.$209.4M
Employees45
Clients0
DateJul 2024
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$163.1M
Employees42
Clients0
DateMar 2024
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$163.1M
Employees42
Clients0
DateMar 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$89.3M
Employees40
Clients0
DateJan 2023
Total AUM$4.1B
Discretionary$4B
Non-Disc.$84.8M
Employees40
Clients0
DateJan 2023
Total AUM$4.1B
Discretionary$4B
Non-Disc.$84.8M
Employees40
Clients0
DateApr 2022
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$101.3M
Employees40
Clients0
DateMar 2022
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$101.3M
Employees40
Clients0
DateJan 2022
Total AUM$7.8B
Discretionary$7.1B
Non-Disc.$660.2M
Employees53
Clients0
DateJan 2021
Total AUM$6.5B
Discretionary$6B
Non-Disc.$430.6M
Employees61
Clients0
DateOct 2020
Total AUM$7.5B
Discretionary$7B
Non-Disc.$514.9M
Employees64
Clients0
DateJun 2020
Total AUM$7.5B
Discretionary$7B
Non-Disc.$514.9M
Employees64
Clients0
DateApr 2020
Total AUM$7.5B
Discretionary$7B
Non-Disc.$514.9M
Employees64
Clients0
DateJan 2020
Total AUM$7.5B
Discretionary$7B
Non-Disc.$514.9M
Employees64
Clients0
DateJan 2019
Total AUM$7B
Discretionary$6.6B
Non-Disc.$419.9M
Employees64
Clients0
DateFeb 2018
Total AUM$8B
Discretionary$7.7B
Non-Disc.$282.1M
Employees66
Clients1
DateJan 2018
Total AUM$8B
Discretionary$7.7B
Non-Disc.$282.1M
Employees66
Clients1
DateSep 2017
Total AUM$7.2B
Discretionary$7B
Non-Disc.$177M
Employees65
Clients1,800
DateJan 2017
Total AUM$7.2B
Discretionary$7B
Non-Disc.$177M
Employees65
Clients1,800
DateJan 2017
Total AUM$7.2B
Discretionary$7B
Non-Disc.$177M
Employees65
Clients1,800
DateNov 2016
Total AUM$7.1B
Discretionary$6.8B
Non-Disc.$291.4M
Employees65
Clients1,700
DateSep 2016
Total AUM$7.1B
Discretionary$6.8B
Non-Disc.$291.4M
Employees65
Clients1,700
DateJul 2016
Total AUM$7.1B
Discretionary$6.8B
Non-Disc.$291.4M
Employees65
Clients1,700
DateMar 2016
Total AUM$7.1B
Discretionary$6.8B
Non-Disc.$291.4M
Employees65
Clients1,700
DateNov 2015
Total AUM$6.7B
Discretionary$6.4B
Non-Disc.$297.4M
Employees60
Clients1,600
DateJun 2015
Total AUM$6.7B
Discretionary$6.4B
Non-Disc.$297.4M
Employees60
Clients1,600
DateMay 2015
Total AUM$6.7B
Discretionary$6.4B
Non-Disc.$297.4M
Employees60
Clients1,600
DateMar 2015
Total AUM$6.7B
Discretionary$6.4B
Non-Disc.$297.4M
Employees60
Clients1,600
DateJan 2015
Total AUM$6B
Discretionary$5.8B
Non-Disc.$131.7M
Employees57
Clients1,400
DateJan 2015
Total AUM$6B
Discretionary$5.8B
Non-Disc.$131.7M
Employees57
Clients1,400
DateDec 2014
Total AUM$6B
Discretionary$5.8B
Non-Disc.$131.7M
Employees57
Clients1,400
DateNov 2014
Total AUM$6B
Discretionary$5.8B
Non-Disc.$131.7M
Employees57
Clients1,400
DateMar 2014
Total AUM$6B
Discretionary$5.8B
Non-Disc.$131.7M
Employees57
Clients1,400
DateApr 2013
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$67.4M
Employees54
Clients1,100
DateMar 2013
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$67.4M
Employees54
Clients1,100
DateMar 2012
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$85.3M
Employees51
Clients800
DateMar 2012
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$85.3M
Employees51
Clients800
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--