LIZARD INVESTORS LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 147284
- Registered since
- July 11, 2008
- Website
- lizardinvestors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3THOMAS KING
Chief Financial OfficerCRD 3129708
JONATHAN MOOG
CIO & Portfolio ManagerCRD 6772796
RANDY HEINIG
Chief Compliance OfficerCRD 6414206
Contacts
1 of 1LEAH ZELL
FounderCRD 1027599
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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