LPC REALTY ADVISORS I, LLC

RIASEC RegisteredEst. 1992
Total AUM
$1.6B
Discretionary
$0
0% of AUM
Avg account
$1.6B
Accounts
1
Employees
9
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

2 of 2
  • SHAWN BERNHARDT

    Vice PresidentCRD 6856468

  • JENIFER RATCLIFFE

    Senior Managing DirectorCRD 5317077

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
120 N La Salle St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth