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, SEC-registered RIA (registered in 2016) organized as an LLC and owned by an individual. The firm serves both individuals and families as well as institutional clients, offering financial planning and discretionary and non-discretionary portfolio management across individual/small business accounts, investment companies and pooled investment vehicles. It also operates in commodity pool/operator or CTA capacities and is listed as a sponsor, general partner or managing member of pooled vehicles. Its fee model combines a percentage-of-AUM retainer with performance-based fees. L2 does not identify as an active ESG investor.