Lipper Advisory Services Inc

Overview

Lipper Advisory Services Inc. operates as a small, hedge-fund–classified adviser that serves both individual/family and institutional clients. The firm provides portfolio management across individual accounts, pooled investment vehicles and institutional relationships, and it also sponsors and manages pooled vehicles. Its advisory mandate includes selecting other advisers and delivering pension consulting services. Fee arrangements include percentage-of-AUM and fixed-fee components alongside other fee structures. The firm is not identified as an active ESG investor. Investment activity centers on liquid, exchange-traded equity exposures within separately managed account (SMA) strategies while also running and advising a dedicated hedge fund. The mix of activities — direct SMA management, pooled vehicle sponsorship, and adviser selection — points to a blended model that combines direct portfolio management with manager-of-managers capabilities.

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