LPC REALTY ADVISORS I, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 112175
- Registered since
- August 19, 1992
- Fee structure
- Performance Based Fees, Other
- Client types
- State / Municipal Government100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
LPC Realty Advisors I, LLC is a privately held limited liability company that has been SEC-registered since 1992 and operates as an adviser focused on portfolio management for businesses and institutions. The firm identifies itself as a pension consultant and reports a fee model that can include performance-based components alongside other fee arrangements. LPC Realty is not a multi-state adviser, does not present itself as an active ESG investor, and is not structured as a related adviser or capital allocator. Regulatory and organizational labels are minimal — the firm is listed as "unclassified" in the snapshot data and its ownership is noted as a domestic entity with individual ties. Its business activity centers on institutional portfolio management rather than broad retail wealth management.
Assets & Accounts
Investments & Alternatives
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
- Other100%
Contacts
2 of 2SHAWN BERNHARDT
Vice PresidentCRD 6856468
JENIFER RATCLIFFE
Senior Managing DirectorCRD 5317077
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
- 120 N La Salle St
- Time zone
- CT (UTC-6)
- Office locations
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