LPC Realty Advisors I, LLC

RIASEC Registered
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 an institutional registered investment adviser that has been SEC-registered since 1992. The firm is organized as a limited liability company and is owned as a domestic entity/individual. Its advisory mandate centers on portfolio management for businesses and institutions, and it also serves as a pension consultant. The firm reports charging performance-based fees (alongside other fee arrangements) and lists affiliations that include another investment adviser role and a real estate broker function. LPC Realty Advisors is not identified as a capital allocator and does not profile itself as an active ESG investor or a multi-state adviser. Its regulatory and business posture indicates a narrow, institution-focused practice rather than a retail wealth-management operation.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Jenifer Ratcliffe

    Jenifer Ratcliffe

    Senior Managing DirectorCRD 5317077

  • Shawn Bernhardt

    Shawn Bernhardt

    Vice PresidentCRD 6856468

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth