Hedge Fund Database

LANSING STREET ADVISORS

LANSING STREET ADVISORS LLC Legal Name

Adviser information for LANSING STREET ADVISORS last updated from Form ADV on March 29th, 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 Pennsylvania, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
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 324 $346.5M
Non-Discretionary 15 $32.4M
Total 339 $378.9M

Clients

Type Number RAUM
Individuals 17 $4.2M
HNW Individuals 67 $327.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 1 $47.5M
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 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)Publication of periodicals or newsletters
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-126210
SEC ERA File Number 801-126210
SEC CIK Numbers 1926571
SEC CRD Numbers 306882
Legal Entity Identifier None

Principal Office

124 S MAPLE STREET
SUITE 325
AMBLER
PA
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: 215-718-2063, Fax: None

Websites

www.lansingadv.com facebook.com/pages/category/financial-service/lansing-street-advisors-114909627007518/ www.linkedin.com/company/67169153/admin/ twitter.com/matttopley www.linkedin.com/company/lansing-street-advisors/ www.linkedin.com/in/matt-topley/ www.linkedin.com/search/results/all/?fetchdeterministicclustersonly=false&heroentitykey=urn%3ali%3afsd_profile%3aacoaaal www.linkedin.com/in/mike-topley-cfp%c2%ae-857bb744/?trk=public_profile_browsemap www.matttopley.com

Chief Compliance Officer

MICHAEL TOPLEY
CHIEF OPERATING OFFICER
124 S MAPLE STREET
SUITE 325
AMBLER
PA
United States
Tel: 215-718-2063
(Full email address available in API data)

Regulatory Contact

MATTHEW TOPLEY
124 S MAPLE STREE
SUITE 325
AMBLER
PA
United States
Tel: 215-718-2063
(Full email address available in API data)

Industry Affiliates

LANSING STREET REAL ESTATE FUND MANAGER LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
LANSING STREET REAL ESTATE FUND LLC Real Estate Fund $47.5M $0.0M 1

Control Persons

Name Type Entity Title Since Ownership
TOPLEY, MATTHEW Individual – CHIEF EXECUTIVE OFFICER 01/2020 > 75%
TOPLEY, MICHAEL, CHARLES Individual – CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER 06/2020 < 5%

No. Employees, Historic

105020222023202420252 on 6/28/20222 on 6/29/20222 on 8/4/20222 on 11/3/20222 on 3/30/20232 on 3/31/20232 on 5/31/20232 on 6/5/20232 on 8/25/20234 on 3/29/2024

RAUM, Historic

400M200M02022202320242025171762288 on 6/28/2022171762288 on 6/29/2022171762288 on 8/4/2022171762288 on 11/3/2022302515000 on 3/30/2023302515000 on 3/31/2023302515000 on 5/31/2023302515000 on 6/5/2023302515000 on 8/25/2023378918078 on 3/29/2024

No. Clients, Historic

20010002022202320242025125 on 6/28/2022125 on 6/29/2022125 on 8/4/2022125 on 11/3/202276 on 3/30/202376 on 3/31/202376 on 5/31/202376 on 6/5/202376 on 8/25/202385 on 3/29/2024

Holdings

From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ADVANCED MICRO DEVICES INC COM 927K 6K –
ALPHABET INC CAP STK CL A 2M 8K –
ALPHABET INC CAP STK CL C 398K 2K –
AMAZON COM INC COM 442K 2K –
AMGEN INC COM 797K 3K –
APPLE INC COM 3M 13K –
BANK AMERICA CORP COM 917K 23K –
BRISTOL-MYERS SQUIBB CO COM 726K 17K –
BROADCOM INC COM 233K 145 –
CHIPOTLE MEXICAN GRILL INC COM 19M 296K –
CITIGROUP INC COM NEW 224K 4K –
COSTCO WHSL CORP NEW COM 220K 258 –
DIMENSIONAL ETF TRUST WORLD EX US CORE 2M 61K –
DISNEY WALT CO COM 210K 2K –
EA SERIES TRUST FREEDOM 100 EM 1M 33K –
EA SERIES TRUST INTL QUAN VALUE 751K 30K –
EA SERIES TRUST US QUAN VALUE 233K 5K –
ELI LILLY & CO COM 568K 627 –
EXXON MOBIL CORP COM 210K 2K –
FIRST TR EXCHANGE-TRADED FD S&P INTL DIVID 446K 28K –
GE AEROSPACE COM NEW 253K 2K –
GENERAL MTRS CO COM 205K 4K –
GOLDMAN SACHS GROUP INC COM 202K 448 –
HERTZ GLOBAL HLDGS INC COM NEW 78K 22K –
HOME DEPOT INC COM 935K 3K –
HONEYWELL INTL INC COM 230K 1K –
INTERNATIONAL BUSINESS MACHS COM 251K 1K –
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 364K 8K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 475K 3K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 2M 22K –
INVESCO QQQ TR UNIT SER 1 8M 16K –
ISHARES BITCOIN TR SHS 278K 8K –
ISHARES INC CORE MSCI EMKT 5M 87K –
ISHARES INC MSCI EMRG CHN 695K 12K –
ISHARES TR 20 YR TR BD ETF 286K 3K –
ISHARES TR CORE S&P MCP ETF 1M 20K –
ISHARES TR CORE S&P SCP ETF 1M 11K –
ISHARES TR CORE S&P US VLU 1M 15K –
ISHARES TR CORE S&P500 ETF 4M 7K –
ISHARES TR CORE TOTAL USD 4M 79K –
ISHARES TR CORE US AGGBD ET 3M 26K –
ISHARES TR EAFE GRWTH ETF 3M 32K –
ISHARES TR EAFE VALUE ETF 3M 54K –
ISHARES TR EUROPE ETF 350K 6K –
ISHARES TR MSCI EAFE ETF 968K 12K –
ISHARES TR MSCI USA MMENTM 775K 4K –
ISHARES TR MSCI USA QLT FCT 439K 3K –
ISHARES TR NATIONAL MUN ETF 2M 15K –
ISHARES TR RUS 1000 ETF 3M 10K –
ISHARES TR S&P 100 ETF 387K 1K –
ISHARES TR S&P 500 GRWT ETF 7M 72K –
ISHARES TR S&P 500 VAL ETF 5M 27K –
ISHARES TR SP SMCP600VL ETF 7M 76K –
ISHARES U S ETF TR U.S. TECH INDEPD 534K 7K –
JOHNSON & JOHNSON COM 805K 6K –
JPMORGAN CHASE & CO. COM 427K 2K –
KKR & CO INC COM 2M 16K –
MASTEC INC COM 1M 10K –
MCDONALDS CORP COM 13M 50K –
MERCK & CO INC COM 489K 4K –
META PLATFORMS INC CL A 362K 718 –
MICROSOFT CORP COM 3M 7K –
MORGAN STANLEY COM NEW 1M 12K –
NETAPP INC COM 232K 2K –
NVIDIA CORPORATION COM 221K 2K –
PEPSICO INC COM 253K 2K –
PFIZER INC COM 348K 12K –
PHILIP MORRIS INTL INC COM 402K 4K –
PROCTER AND GAMBLE CO COM 217K 1K –
PROSHARES TR S&P 500 DV ARIST 902K 9K –
RENAISSANCE CAP GREENWICH FD IPO ETF 591K 15K –
RTX CORPORATION COM 245K 2K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 212K 3K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 792K 5K –
SPDR S&P 500 ETF TR TR UNIT 9M 17K –
SPDR SER TR PORTFOLIO LN TSR 580K 21K –
SPDR SER TR PRTFLO S&P500 VL 1M 21K –
SPDR SER TR S&P DIVID ETF 3M 22K –
TESLA INC COM 352K 2K –
TEXAS INSTRS INC COM 209K 1K –
UNION PAC CORP COM 201K 886 –
UNITEDHEALTH GROUP INC COM 364K 715 –
VANECK ETF TRUST HIGH YLD MUNIETF 632K 12K –
VANECK ETF TRUST JUNIOR GOLD MINE 304K 7K –
VANECK ETF TRUST MRNGSTR WDE MOAT 2M 25K –
VANECK ETF TRUST PHARMACEUTCL ETF 802K 9K –
VANGUARD BD INDEX FDS SHORT TRM BOND 203K 3K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 6M 83K –
VANGUARD INDEX FDS GROWTH ETF 7M 19K –
VANGUARD INDEX FDS MID CAP ETF 209K 864 –
VANGUARD INDEX FDS S&P 500 ETF SHS 42M 84K –
VANGUARD INDEX FDS SM CP VAL ETF 4M 24K –
VANGUARD INDEX FDS TOTAL STK MKT 8M 28K –
VANGUARD INDEX FDS VALUE ETF 5M 29K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 4M 70K –
VANGUARD MALVERN FDS CORE BD ETF 3M 36K –
VANGUARD MUN BD FDS TAX EXEMPT BD 737K 15K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 516K 7K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 1M 8K –
VANGUARD STAR FDS VG TL INTL STK F 1M 18K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 8M 159K –
VANGUARD WORLD FD HEALTH CAR ETF 596K 2K –
VERIZON COMMUNICATIONS INC COM 260K 6K –
WALMART INC COM 255K 4K –
WISDOMTREE TR US QTLY DIV GRT 5M 60K –