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LPK INVESTMENT GROUP, LLP
CRD 218514 · SEC 801-96265
Advisory firmLLP
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
520 MADISON AVENUE, NEW YORK, NY, 10022, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$98.0M
Discretionary AUM
$98.0M
Team
68 total employees; 18 advisory reps
Clients
—
Fees
Performance-based fees
Org form
Limited Liability Partnership
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 6 | $40.0M |
| Business development companies | 3 | $28.0M |
| Pooled investment vehicles | 6 | $30.0M |
All web addresses on file
Official SEC filing: View on IAPD