LLOYD PARK, LLC

Adviser information for LLOYD PARK, LLC last updated from Form ADV on February 13th, 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	Delaware, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	32	$166.4M
Non-Discretionary	0	$0
Total	32	$166.4M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	6	$157.2M
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	<5	$9.3M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-111890
SEC ERA File Number	801-111890
SEC CIK Numbers	None
SEC CRD Numbers	174032
Legal Entity Identifier	None

Principal Office

220 LINDEN AVE.
WILMETTE
IL
United States

Monday - Friday, 9:00 AM - 5:00 PM

Tel: 846-635-3951, Fax: N/A

Chief Compliance Officer

GERY SADZEWICZ

CCO

5205 BROOKSHIRE ESTATES DRIVE

PLAINFIELD

United States

Tel: 815-782-1250

G***@*************************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners