L2 Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 6, 2026, reports $1.3B in regulatory assets under management, 7 employees, 1 office, and 124 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 91.9% of total clients.
Top client categories% of clientsClients
1
HNWI
91.9%
79
2
Pooled Investment Vehicles
3.5%
3
3
Investment Cos.
2.3%
2
4
Other Advisers
1.2%
1
5
SEPARATE ACCOUNT
1.2%
1
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 6, 2026
Discretionary65.9%
$838M
66% of total RAUM65.9%
Non-discretionary34.1%
$433M
34% of total RAUM34.1%
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$1.3B
Total Accounts124
10Y AUM Change+$1.2B (+1010.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee12:1
10Y Employee Change+2 (+40.0%)
* 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.