LGK ADVISORS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 154922
- Registered since
- September 13, 2010
- Website
- www.lsvfinancial.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
LGK Advisors, LLC is a private-equity–focused investment adviser that operates as sponsor and general partner for pooled investment vehicles. The firm’s business model centers on running private funds and providing portfolio management for those pooled vehicles, with regulatory activities characterized as CPO/CTA. Its client base is institutional, and its fees combine a percentage-of-AUM component with performance-based fees typical of closed-end private funds. The firm is not positioned as an active ESG investor and is not registered as a multi-state adviser. LGK’s allocation emphasis leans heavily toward private equity strategies, with meaningful exposure to other private-market asset classes through third-party managers. As sponsor/GP and portfolio manager, the firm structures and oversees multiple private funds rather than operating primarily as a retail RIA or discretionary wealth manager for individuals.
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
Owners & executives
3 of 3DANIEL CAFFARELLI
Chief Compliance Officer and CounselCRD 5395572
MICHAEL CALANDRA
Chief Financial OfficerCRD 6453476
DAVID TISCH
Founder & Chief Exceutive OfficerCRD 2657749
Contacts
3 of 3SAUL DIAMOND
Co-PresidentCRD 1915149
Aaron Shapiro
Co-PresidentCRD 7712600
Jeffery Fang
General CounselCRD 7525699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 712 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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