L&L PARTNERS WEALTH MANAGEMENT, LLC
Adviser information for L&L PARTNERS WEALTH MANAGEMENT, LLC last updated from Form ADV on February 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 155 | $58.5M |
| Non-Discretionary | 0 | $0 |
| Total | 155 | $58.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 28 | $7.5M |
| HNW Individuals | 42 | $45.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $5.5M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $226,434 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-111661 |
|---|---|
| SEC ERA File Number | 801-111661 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 140077 |
| Legal Entity Identifier | None |
Principal Office
74 LAFAYETTE AVENUE, SUITE 101SUFFERN
NY
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 845-368-1103, Fax: None
Websites
Chief Compliance Officer
DAGAN A. LACORTE
MANAGING MEMBER
74 LAFAYETTE AVENUE, SUITE 101
SUFFERN
NY
United States
Tel:
845-368-1103
D************@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LACORTE, DAGAN, ALEXANDER | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 03/2006 | 50-75% |
| LIBERTINI, ALBERTO, GIOVANNI | Individual | – | MANAGING MEMBER | 03/2006 | 50-75% |