LISC FUND MANAGEMENT, LLC

RIASEC RegisteredEst. 2020
Total AUM
$615M
Discretionary
$615M
100% of AUM
Avg account
$51.2M
Accounts
12
Employees
14
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
304733
Registered since
December 14, 2020
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lisc Fund Management, LLC is an SEC-registered investment adviser formed as a limited liability company with a focus on managing pooled investment vehicles for institutional clients. The firm operates primarily as a real estate and fund sponsor, serving as sponsor/GP or managing member for pooled vehicles and limited partnerships. Its advisory activity is focused on portfolio management for pooled investment vehicles rather than retail wealth management, and it reports a fee mix that includes percentage-of-AUM fees, fixed fees and performance-based fees. Lisc Fund Management is not identified as an active ESG investor and does not present itself as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Michael Pugh

    President, CEOCRD 7900162

  • Christina Travers

    Chief Financial OfficerCRD 7900165

Contacts

3 of 6
  • RICHARD PINNER

    Associate General CounselCRD 7895359

  • COURTNEY BRANKER

    Vice President, TreasurerCRD 7357448

  • Tiffany Durr

    Interim PresidentCRD 7939904

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
28 Liberty St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth