L2 Asset Management, LLC

RIASEC Registered

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 investment adviser formed in 2016 and owned by an individual. The firm serves both individual/family and institutional clients and provides financial planning and portfolio management across individual accounts, small businesses, investment companies and pooled vehicles. L2 operates in a capacity that includes CPO/CTA activities and also acts as sponsor/GP/managing member for pooled investment vehicles. Its fee model combines percentage-of-AUM charges with performance-based fees. L2 does not position itself as an ESG investor and is not identified as a multi-state adviser in the source data.