LIZARD INVESTORS LLC

RIASEC RegisteredEst. 2008
Total AUM
$233M
Discretionary
$233M
100% of AUM
Avg account
$38.8M
Accounts
6
Employees
2
Advisory reps
4

Firm details

Headquarters
CHICAGO, Illinois
CRD number
147284
Registered since
July 11, 2008
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles70.21%
  • Pension & Profit Sharing Plans29.79%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lizard Investors LLC is a privately held hedge fund manager organized as a limited liability company that provides discretionary portfolio management primarily to institutional clients. The firm serves as sponsor, general partner and managing member of pooled investment vehicles and runs portfolio management mandates for businesses and institutions. Its compensation structure combines a percentage-of-assets fee with performance-based fees, consistent with active hedge fund strategies. Investment activity is concentrated in publicly traded equities, but the firm also manages and allocates to alternative strategies—most notably hedge funds and real estate. Lizard Investors is not an active ESG investor, and it operates under a single-state adviser registration rather than a multi-state footprint. The firm’s structure and fee model indicate a focus on delivering absolute and relative returns to a small number of sizable institutional relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 3
  • THOMAS KING

    Chief Financial OfficerCRD 3129708

  • JONATHAN MOOG

    CIO & Portfolio ManagerCRD 6772796

  • RANDY HEINIG

    Chief Compliance OfficerCRD 6414206

Contacts

1 of 1
  • LEAH ZELL

    FounderCRD 1027599

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
110 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth