Hedge Fund Database

LPF ADVISORS, LLC

Adviser information for LPF ADVISORS, 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 Florida, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 3
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 711 $237.0M
Non-Discretionary 3 $828,205
Total 714 $237.8M

Clients

Type Number RAUM
Individuals 676 $170.1M
HNW Individuals 38 $67.7M
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 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 49
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed feesREFERRAL FEES/ERISA FEES

Identifiers

SEC RIA File Number 801-114862
SEC ERA File Number 801-114862
SEC CIK Numbers 1799556
SEC CRD Numbers 298068
Legal Entity Identifier None

Principal Office

2601 CATTLEMEN ROAD
SUITE 302
SARASOTA
FL
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: (941) 907-0101, Fax: None

Websites

www.youtube.com/channel/ucfmvozfbekxbzkdgw9iwbew waypointadvisors.com www.lpfadvisors.com

Chief Compliance Officer

DEBBIE BECTAL
2601 CATTLEMEN ROAD
SUITE 302
SARASOTA
FL
United States
Tel: (941) 907-0101
(Full email address available in API data)

Regulatory Contact

KRIS FLAMMANG
MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE
2601 CATTLEMEN ROAD
SUITE 302
SARASOTA
FL
United States
Tel: (941) 907-0101
(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
PICCHI, MARK, ARMAND Individual – MEMBER 07/2018 50-75%
FLAMMANG, KRISTOPHER, SCOTT Individual – MANAGING MEMBER 07/2018 50-75%
BECTAL, Debbie, ANN Individual – CHIEF COMPLIANCE OFFICER 01/2023 < 5%

No. Employees, Historic

105020192020202120222023202420254 on 4/23/20194 on 8/5/20194 on 8/7/20194 on 9/10/20195 on 9/10/20195 on 9/20/20195 on 9/24/20195 on 10/11/20195 on 11/20/20195 on 1/31/20204 on 3/18/20204 on 4/17/20204 on 5/21/20204 on 8/27/20204 on 9/30/20204 on 10/2/20204 on 2/1/20214 on 3/25/20214 on 5/7/20214 on 8/12/20214 on 1/27/20224 on 2/17/20224 on 8/3/20224 on 2/23/20234 on 4/25/20235 on 9/22/20235 on 9/22/20234 on 10/5/20234 on 10/27/20234 on 2/21/2024

RAUM, Historic

300M150M020192020202120222023202420250 on 4/23/20190 on 8/5/20190 on 8/7/2019103089202 on 9/10/2019103089202 on 9/10/2019103089202 on 9/20/2019103089202 on 9/24/2019103089202 on 10/11/2019103089202 on 11/20/2019103089202 on 1/31/2020170383361 on 3/18/2020170383361 on 4/17/2020170383361 on 5/21/2020170383361 on 8/27/2020170383361 on 9/30/2020170383361 on 10/2/2020221512415 on 2/1/2021221512415 on 3/25/2021221512415 on 5/7/2021221512415 on 8/12/2021221512415 on 1/27/2022230847882 on 2/17/2022230847882 on 8/3/2022213191701 on 2/23/2023213191701 on 4/25/2023249916621 on 9/22/2023249916621 on 9/22/2023249916621 on 10/5/2023249916621 on 10/27/2023237817161 on 2/21/2024

No. Clients, Historic

800400020192020202120222023202420250 on 4/23/20190 on 8/5/20190 on 8/7/2019398 on 9/10/2019398 on 9/10/2019398 on 9/20/2019398 on 9/24/2019398 on 10/11/2019398 on 11/20/2019398 on 1/31/2020693 on 3/18/2020693 on 4/17/2020693 on 5/21/2020693 on 8/27/2020693 on 9/30/2020693 on 10/2/2020694 on 2/1/2021694 on 3/25/2021694 on 5/7/2021694 on 8/12/2021694 on 1/27/2022642 on 2/17/2022642 on 8/3/2022728 on 2/23/2023728 on 4/25/2023774 on 9/22/2023774 on 9/22/2023774 on 10/5/2023774 on 10/27/2023714 on 2/21/2024

Holdings

From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
APPLE INC COM 496K 2K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 249K 611 –
CONAGRA BRANDS INC COM 414K 15K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 10M 227K –
HANESBRANDS INC COM 98K 20K –
HOME DEPOT INC COM 223K 649 –
INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 471K 12K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 205K 1K –
INVESCO QQQ TR UNIT SER 1 12M 25K –
ISHARES INC CORE MSCI EMKT 204K 4K –
ISHARES TR 20 YR TR BD ETF 6M 67K –
ISHARES TR CORE MSCI EAFE 442K 6K –
ISHARES TR CORE S&P MCP ETF 286K 5K –
ISHARES TR CORE S&P SCP ETF 2M 17K –
ISHARES TR CORE US AGGBD ET 258K 3K –
ISHARES TR MSCI USA MIN VOL 697K 8K –
ISHARES TR MSCI USA MMENTM 259K 1K –
ISHARES TR RUS 1000 VAL ETF 220K 1K –
LAMB WESTON HLDGS INC COM 393K 5K –
MAINSTAY MACKAY DEFINEDTERM COM 533K 32K –
MICROSOFT CORP COM 257K 576 –
MODERNA INC COM 461K 4K –
PENNYMAC CORP NOTE 5.500%11/0 25K 25K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 4M 106K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 3M 41K –
SOUTHSTATE CORPORATION COM 714K 9K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 381K 9K –
SSGA ACTIVE TR SPDR BLACKSTONE 206K 7K –
VANECK ETF TRUST FALLEN ANGEL HG 2M 88K –
VANECK ETF TRUST MRNGSTR WDE MOAT 219K 3K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 14M 196K –
VANGUARD INDEX FDS MCAP VL IDXVIP 6M 39K –
VANGUARD INDEX FDS MID CAP ETF 272K 1K –
VANGUARD INDEX FDS S&P 500 ETF SHS 3M 6K –
VANGUARD INDEX FDS TOTAL STK MKT 26M 98K –
VANGUARD MUN BD FDS TAX EXEMPT BD 728K 15K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 11M 136K –