LLR MANAGEMENT HOLDCO, L.P.

RIASEC RegisteredEst. 2022
Total AUM
$7.6B
Discretionary
$7.6B
100% of AUM
Avg account
$398M
Accounts
19
Employees
116
Advisory reps
3

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
323438
Registered since
November 1, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

LLR Management Holdco, L.P. operates as a private equity fund manager that runs pooled investment vehicles for institutional investors. Registered with the SEC in 2022, the firm acts as sponsor, general partner and managing member for the funds it advises, taking an active role in sourcing and overseeing private investments. Its business model centers on pooled vehicles rather than acting as a multi-manager capital allocator; management and performance-based fee arrangements are part of its compensation structure, aligning incentives between the firm and its investors. The firm describes itself as an active ESG investor, which indicates ESG factors are incorporated into sourcing, due diligence and portfolio monitoring. Institutional investors are the primary client base, and the adviser is concentrated in a limited operational footprint rather than operating as a multi-state advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • NOAH BECKER

    Chief Financial OfficerCRD 5081465

  • MATTHEW LOWELL

    Chief Operating OfficerCRD 5688193

Contacts

1 of 1
  • JOSHUA LOFTUS

    General CounselCRD 7526061

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

PHILADELPHIA, PA

PHILADELPHIA

Location

PHILADELPHIA, PA

Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
PHILADELPHIA
Address
3025 John F Kennedy Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth