LCP INSTITUTIONAL, LLC
Adviser information for LCP INSTITUTIONAL, LLC last updated from Form ADV on March 22nd, 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 | Georgia, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| 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 | 161 | $217.8M |
| Non-Discretionary | 224 | $1.6B |
| Total | 385 | $1.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 34 | $12.3M |
| HNW Individuals | 30 | $609.7M |
| 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 | 15 | $1.2B |
| 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 | 13 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)INSTITUTIONAL INVESTMENT CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMFINANCIAL PLANNING |
Identifiers
| SEC RIA File Number | 801-127386 |
|---|---|
| SEC ERA File Number | 801-127386 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325133 |
| Legal Entity Identifier | None |
Principal Office
THE ARTS CENTER TOWER1270 WEST PEACHTREE STREET, SUITE 3
ATLANTA
GA
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 404-386-6394, Fax: None
Chief Compliance Officer
JON HURD
CCO
THE ARTS CENTER TOWER
1270 WEST PEACHTREE STREET, SUITE 3
ATLANTA
GA
United States
Tel:
631-801-2900
J*******@*******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 |
|---|---|---|---|---|---|
| HURD, JONATHAN, SCOTT | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |
| LAROCCO, CAROLYN | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2023 | > 75% |
| Smith, Deborah, Yvette | Individual | – | CHIEF FINANCIAL OFFICER | 03/2023 | < 5% |