LYDIA PARTNERS MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
307821

Firm profile

FINTRX

Overview

Lydia Partners Management, LLC is a small, privately held investment manager organized as a limited liability company and run as the sponsor and general partner of pooled investment vehicles. The firm's activity centers on managing at least one venture-stage private fund rather than operating as a traditional retail or institutional adviser with separate client accounts. Lydia Partners is not indexed as an active ESG investor and does not present itself as a multi-state adviser or pension consultant in the available records. As sponsor and managing member, the firm performs the typical GP functions for its pooled vehicles: sourcing deal flow, conducting due diligence, structuring investments, and exercising governance or board roles where required. The business model appears focused on direct private equity stakes through a single pooled vehicle rather than providing a broad suite of advisory services across multiple segregated client accounts.

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

Contacts

3 of 3
  • Justin Witkin

    General PartnerCRD 7247011

  • Mohammed Shanableh

    Managing DirectorCRD 7247004

  • Michael Murdoch

    General PartnerCRD 7345944

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

COLLIN

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
2800 Dallas Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth