Lmcg Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated April 9, 2026, reports $6.8B in regulatory assets under management, 46 employees, 1 office, and 1,965 accounts.
Assets Under Management
$6.8B
Employees
46
Offices
1 office
Total Clients
968
Primary office
BOSTON, MA
ONE BOSTON PLACE, 201 WASHINGTON STREET, 29TH FLOOR, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.9% of total clients.
Top client categories% of clientsClients
1
HNWI
74.9%
725
2
Individuals
17.4%
168
3
Charitable
3.8%
37
4
Corporations
2.5%
24
5
Other Advisers
0.7%
7
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.8Bas of April 9, 2026
Discretionary97.9%
$6.7B
98% of total RAUM97.9%
Non-discretionary2.1%
$141M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.8B
Total Accounts1,965
10Y AUM Change$-346M (-4.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees46
Clients per Employee21:1
10Y Employee Change-19 (-29.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.