PHILADELPHIA, PACRD 289784Latest ADV March 27, 2026
Lgl Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated March 27, 2026, reports $1.7B in regulatory assets under management, 38 employees, 3 offices, and 68 accounts.
Assets Under Management
$1.7B
Employees
38
Offices
3 offices
Total Clients
39
Primary office
PHILADELPHIA, PA
TWO LIBERTY PLACE, 50 S. 16TH STREET, FLOOR 34, PHILADELPHIA, PA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.3% of total clients.
Top client categories% of clientsClients
1
HNWI
92.3%
36
2
Pooled Investment Vehicles
7.7%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 27, 2026
Discretionary42.3%
$723M
42% of total RAUM42.3%
Non-discretionary57.7%
$985M
58% of total RAUM57.7%
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$1.7B
Total Accounts68
10Y AUM Change$-27M (-1.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee1:1
10Y Employee Change+20 (+111.1%)
* 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.