LAGRANDE GLOBAL LLC

RIASEC Registered
Total AUM
$69.6M
Discretionary
$1.3M
2% of AUM
Avg account
$11.6M
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
DALLAS, Texas
CRD number
170479
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI98.13%
  • Pooled Investment Vehicles1.87%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Lagrande Global LLC is an independent registered investment adviser that operates as a capital allocator for institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses, manages pooled investment vehicles and serves as a sponsor/GP/managing member of those vehicles. Its fee model includes percentage-of-AUM, fixed fees and performance-based fees, which supports arrangements tied to fund or mandate performance. Investment activity shows a clear tilt toward alternatives and pooled structures: the firm selects third-party managers and also runs at least one private fund itself. Manager allocation interest centers on private-market strategies and opportunistic allocations rather than broad passive beta exposure. Lagrande Global LLC appears to act primarily in an advisory and placement role rather than exercising broad trading authority for clients — its advisory footprint emphasizes manager selection, fund sponsorship and oversight of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 21%, Non-Exchange Traded Equities 20%, State & Local Bonds 18%, Private Funds 12%, Public Funds/Mutual Funds 9%, Exchange Traded Equities 6%, US Government Bonds 6%, Investment Grade Corp Bonds 6%21%
  • Cash & Cash Equivalents21%
  • Non-Exchange Traded Equities20%
  • State & Local Bonds18%
  • Private Funds12%
  • Public Funds/Mutual Funds9%

Owners & executives

1 of 1
  • SHAWN HINER-LEAMON

    Chief StrategistCRD 5708398

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
1808 S Good Latimer Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth