LGL PARTNERS, LLC
CRD #289784 SEC #801-111688 PHILADELPHIA, PA 610-545-6100
SEC Registered Private Funds
Total AUM
$847.9M
Discretionary
$656.9M
Employees
45
Clients
26
Accounts
61
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $847.9M | $656.9M | $190.9M | 45 | 0 |
| Apr 2024 | $1.2B | $615.8M | $587.4M | 30 | 0 |
| Mar 2024 | $1.2B | $615.8M | $587.4M | 30 | 0 |
| Nov 2023 | $1B | $550.7M | $492.6M | 26 | 0 |
| Jun 2023 | $1B | $550.7M | $492.6M | 26 | 0 |
| Apr 2023 | $1B | $550.7M | $492.6M | 26 | 0 |
| Mar 2023 | $1B | $550.7M | $492.6M | 26 | 0 |
| Jan 2023 | $1.1B | $692.6M | $425.5M | 20 | 0 |
| Jan 2023 | $1.1B | $692.6M | $425.5M | 20 | 0 |
| Jan 2023 | $1.1B | $692.6M | $425.5M | 20 | 0 |
| Nov 2022 | $1.1B | $692.6M | $425.5M | 20 | 0 |
| May 2022 | $1.1B | $692.6M | $425.5M | 20 | 0 |
| Apr 2022 | $1.1B | $692.6M | $425.5M | 20 | 0 |
| Mar 2022 | $1.1B | $692.6M | $425.5M | 20 | 0 |
| Jan 2022 | $1.7B | $1B | $734.7M | 24 | 0 |
| Apr 2021 | $1.7B | $1B | $734.7M | 24 | 0 |
| Apr 2021 | $1.7B | $1B | $734.7M | 24 | 0 |
| Mar 2021 | $1.7B | $1B | $734.7M | 24 | 0 |
| Mar 2021 | $1.7B | $1B | $734.7M | 24 | 0 |
| Aug 2020 | $1.4B | $666.9M | $713.9M | 26 | 0 |
| May 2020 | $1.4B | $677M | $770.2M | 25 | 0 |
| May 2020 | $1.4B | $677M | $770.2M | 25 | 0 |
| Apr 2020 | $1.4B | $677M | $770.2M | 25 | 0 |
| Mar 2020 | $1.4B | $677M | $770.2M | 25 | 0 |
| Mar 2020 | $1.4B | $677M | $770.2M | 25 | 0 |
| Mar 2020 | $1.4B | $677M | $770.2M | 25 | 0 |
| Mar 2019 | $1.8B | $642.5M | $1.1B | 24 | 1 |
| Jan 2019 | $1.5B | $890.4M | $598.2M | 24 | 0 |
| Jan 2019 | $1.5B | $890.4M | $598.2M | 24 | 0 |
| Sep 2018 | $1.1B | $601.3M | $519.8M | 18 | 0 |
| Mar 2018 | $1.1B | $601.3M | $519.8M | 18 | 0 |
| Sep 2017 | $1.7B | $906M | $829.1M | 18 | 26 |
| Aug 2017 | $1.7B | $906M | $829.1M | 18 | 26 |
DateMar 2025
Total AUM$847.9M
Discretionary$656.9M
Non-Disc.$190.9M
Employees45
Clients0
DateApr 2024
Total AUM$1.2B
Discretionary$615.8M
Non-Disc.$587.4M
Employees30
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$615.8M
Non-Disc.$587.4M
Employees30
Clients0
DateNov 2023
Total AUM$1B
Discretionary$550.7M
Non-Disc.$492.6M
Employees26
Clients0
DateJun 2023
Total AUM$1B
Discretionary$550.7M
Non-Disc.$492.6M
Employees26
Clients0
DateApr 2023
Total AUM$1B
Discretionary$550.7M
Non-Disc.$492.6M
Employees26
Clients0
DateMar 2023
Total AUM$1B
Discretionary$550.7M
Non-Disc.$492.6M
Employees26
Clients0
DateJan 2023
Total AUM$1.1B
Discretionary$692.6M
Non-Disc.$425.5M
Employees20
Clients0
DateJan 2023
Total AUM$1.1B
Discretionary$692.6M
Non-Disc.$425.5M
Employees20
Clients0
DateJan 2023
Total AUM$1.1B
Discretionary$692.6M
Non-Disc.$425.5M
Employees20
Clients0
DateNov 2022
Total AUM$1.1B
Discretionary$692.6M
Non-Disc.$425.5M
Employees20
Clients0
DateMay 2022
Total AUM$1.1B
Discretionary$692.6M
Non-Disc.$425.5M
Employees20
Clients0
DateApr 2022
Total AUM$1.1B
Discretionary$692.6M
Non-Disc.$425.5M
Employees20
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$692.6M
Non-Disc.$425.5M
Employees20
Clients0
DateJan 2022
Total AUM$1.7B
Discretionary$1B
Non-Disc.$734.7M
Employees24
Clients0
DateApr 2021
Total AUM$1.7B
Discretionary$1B
Non-Disc.$734.7M
Employees24
Clients0
DateApr 2021
Total AUM$1.7B
Discretionary$1B
Non-Disc.$734.7M
Employees24
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1B
Non-Disc.$734.7M
Employees24
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1B
Non-Disc.$734.7M
Employees24
Clients0
DateAug 2020
Total AUM$1.4B
Discretionary$666.9M
Non-Disc.$713.9M
Employees26
Clients0
DateMay 2020
Total AUM$1.4B
Discretionary$677M
Non-Disc.$770.2M
Employees25
Clients0
DateMay 2020
Total AUM$1.4B
Discretionary$677M
Non-Disc.$770.2M
Employees25
Clients0
DateApr 2020
Total AUM$1.4B
Discretionary$677M
Non-Disc.$770.2M
Employees25
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$677M
Non-Disc.$770.2M
Employees25
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$677M
Non-Disc.$770.2M
Employees25
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$677M
Non-Disc.$770.2M
Employees25
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$642.5M
Non-Disc.$1.1B
Employees24
Clients1
DateJan 2019
Total AUM$1.5B
Discretionary$890.4M
Non-Disc.$598.2M
Employees24
Clients0
DateJan 2019
Total AUM$1.5B
Discretionary$890.4M
Non-Disc.$598.2M
Employees24
Clients0
DateSep 2018
Total AUM$1.1B
Discretionary$601.3M
Non-Disc.$519.8M
Employees18
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$601.3M
Non-Disc.$519.8M
Employees18
Clients0
DateSep 2017
Total AUM$1.7B
Discretionary$906M
Non-Disc.$829.1M
Employees18
Clients26
DateAug 2017
Total AUM$1.7B
Discretionary$906M
Non-Disc.$829.1M
Employees18
Clients26