LFA

Overview

LFA is organized as a corporation and operates as an independent registered investment adviser that has been SEC-registered since 2010. Ownership is reported as a mix of a foreign entity and an individual, and the firm serves both individual/family clients and institutional clients. Its advisory work centers on portfolio management for individuals and small businesses. The firm bills using multiple models—percentage of AUM, hourly, fixed fees and performance-based arrangements—suggesting flexibility for different client mandates and for alternative investment structures that may carry incentive fees. LFA does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or a related adviser relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives