LGL PARTNERS, LLC
CRD #154070 SEC #801-71542 WEST CONSHOHOCKEN, PA 610-545-6100
SEC Registered Private Funds
Total AUM
$812.2M
Discretionary
$465.6M
Employees
6
Clients
1
Accounts
25
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2013 | $1B | $512.5M | $488M | 14 | 11 |
| Jun 2012 | $842.7M | $472.9M | $369.8M | 6 | 11 |
| Mar 2012 | $812.2M | $465.6M | $346.5M | 6 | 11 |
| Jul 2011 | $659.1M | $314.1M | $345M | 10 | -- |
| Apr 2011 | $659.1M | $314.1M | $345M | 10 | -- |
| Oct 2010 | $100M | $100M | $0 | 10 | -- |
| Jun 2010 | $0 | $0 | $0 | 10 | -- |
DateApr 2013
Total AUM$1B
Discretionary$512.5M
Non-Disc.$488M
Employees14
Clients11
DateJun 2012
Total AUM$842.7M
Discretionary$472.9M
Non-Disc.$369.8M
Employees6
Clients11
DateMar 2012
Total AUM$812.2M
Discretionary$465.6M
Non-Disc.$346.5M
Employees6
Clients11
DateJul 2011
Total AUM$659.1M
Discretionary$314.1M
Non-Disc.$345M
Employees10
Clients--
DateApr 2011
Total AUM$659.1M
Discretionary$314.1M
Non-Disc.$345M
Employees10
Clients--
DateOct 2010
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--