LPK INVESTMENT GROUP, LLP
CRD #218514 SEC #801-96265 NEW YORK, NY 646-363-6433
SEC Registered
Total AUM
$98M
Discretionary
$98M
Employees
68
Clients
--
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $98M | $98M | $0 | 68 | 0 |
| Mar 2024 | $95M | $95M | $0 | 38 | 0 |
| Mar 2023 | $95M | $95M | $0 | 38 | 0 |
| Apr 2022 | $93M | $93M | $0 | 38 | 0 |
| Apr 2021 | $83M | $83M | $0 | 38 | 0 |
| Apr 2020 | $92M | $92M | $0 | 38 | 0 |
| Apr 2019 | $95M | $95M | $0 | 38 | 0 |
| Mar 2018 | $92M | $92M | $0 | 23 | 0 |
| Mar 2017 | $88M | $88M | $0 | 22 | 1 |
| Mar 2016 | $90M | $90M | $0 | 18 | 1 |
| Oct 2015 | $30M | $30M | $0 | 18 | 1 |
| Jun 2015 | $2M | $2M | $0 | 18 | 1 |
| May 2015 | $2M | $2M | $0 | 18 | 1 |
DateMar 2025
Total AUM$98M
Discretionary$98M
Non-Disc.$0
Employees68
Clients0
DateMar 2024
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees38
Clients0
DateMar 2023
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees38
Clients0
DateApr 2022
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees38
Clients0
DateApr 2021
Total AUM$83M
Discretionary$83M
Non-Disc.$0
Employees38
Clients0
DateApr 2020
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees38
Clients0
DateApr 2019
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees38
Clients0
DateMar 2018
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees23
Clients0
DateMar 2017
Total AUM$88M
Discretionary$88M
Non-Disc.$0
Employees22
Clients1
DateMar 2016
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees18
Clients1
DateOct 2015
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees18
Clients1
DateJun 2015
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees18
Clients1
DateMay 2015
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees18
Clients1