Lancaster
Firm details
- Headquarters
- ,
- CRD number
- 339389
- Registered since
- December 1, 2025
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lancaster is an independent registered investment adviser organized as an LLC. The firm reports SEC registration in 2025 and bills clients on a percentage-of-AUM basis. Its stated client focus is individuals and families, and its advisory work includes portfolio management for individuals/small businesses as well as for businesses or institutions. Lancaster does not describe itself as a capital allocator, and it does not identify as an active ESG investor.
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
- State & Local Bonds84%
- Public Funds/Mutual Funds16%
Contacts
3 of 3
Ron Bezoza
Portfolio ManagerCRD 3117297
Natalie Munn
Operations AssociateCRD 7611329
James Perrello
Portfolio ManagerCRD 2527725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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