LISC FUND MANAGEMENT, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Michael Pugh
President, CEOCRD 7900162
Christina Travers
Chief Financial OfficerCRD 7900165
Contacts
3 of 6RICHARD PINNER
Associate General CounselCRD 7895359
COURTNEY BRANKER
Vice President, TreasurerCRD 7357448
Tiffany Durr
Interim PresidentCRD 7939904
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
- 28 Liberty St
- Time zone
- ET (UTC-5)
- Office locations
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