LP INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 306615
- Registered since
- January 17, 2020
- Fee structure
- Fixed Fees
- Client types
- Corporations / Businesses69.94%
- HNWI30.06%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
LP Investment Management, LLC is a privately owned limited liability company that registered with the SEC in 2020. The firm positions itself as a capital allocator and provides portfolio management for individuals and small businesses, along with selection-of-other-advisers services—indicating a reliance on third‑party managers for portions of its offering. Ownership is held by an individual and the firm bills on a fixed‑fee basis rather than a percentage-of-assets fee schedule. The adviser is not flagged as an active ESG investor, is not registered as a multi‑state adviser, and does not describe itself as a pension consultant or a related 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
Asset composition
- Other63%
- Private Funds12%
- Exchange Traded Equities8%
- US Government Bonds8%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1ALAN PIERCE
CIOCRD 2173211
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 3899 Maple Ave
- Time zone
- CT (UTC-6)
- Office locations
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