LYDIA PARTNERS MANAGEMENT, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 307821
- Website
- www.lydiapartners.net
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Justin Witkin
General PartnerCRD 7247011
Mohammed Shanableh
Managing DirectorCRD 7247004
Michael Murdoch
General PartnerCRD 7345944
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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