L2 Asset Management, LLC

RIASEC RegisteredEst. 2016

Total AUM

$1.3B

Discretionary

$838M

66% of AUM

Avg account

$10.2M

Accounts

124

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 172688
Registered since: January 12, 2016
Website: l2asset.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies45.07%
HNWI32.47%
Pooled Investment Vehicles18.35%
Other Investment Advisers3.46%
Other0.65%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

L2 Asset Management, LLC is an independent registered investment adviser that has been SEC-registered since 2016 and is owned by an individual. The firm services both individual and family clients as well as institutional accounts. Its advisory offerings include financial planning and portfolio management across individuals/small businesses, investment companies, and pooled investment vehicles. L2 also operates in commodity pool/CTA activities and serves as a sponsor, general partner or managing member for pooled vehicles. The firm charges asset-based fees and may assess performance-based fees on appropriate strategies. L2 reports a preference for equities and exchange-traded instruments and is not designated as an active ESG investor or a multi-state adviser in regulatory filings.