Falists
← Back to search

LCV MANAGEMENT, LP

CRD 338080 · SEC 801-134488

Advisory firmLP

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

Visit website

CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$118.2M

Discretionary AUM

$118.2M

Team

5 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Partnership

Filing date

2026-03-26

Disciplinary history

No

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

  • SEC IAPD

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersSUBADVISOR SERVICES

Client types

TypeClientsAUM
Pooled investment vehicles1$118.2M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD