LAGRANDE GLOBAL LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 170479
- Website
- lagrandeglobal.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents21%
- Non-Exchange Traded Equities20%
- State & Local Bonds18%
- Private Funds12%
- Public Funds/Mutual Funds9%
Owners & executives
1 of 1SHAWN HINER-LEAMON
Chief StrategistCRD 5708398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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