The LOMBARD is a privately held investment adviser that advises $8.51Bn in regulatory assets under management held in 1 SEC fund types across 6 investment strategies. LOMBARD is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 58.63% over the last 5-years.
The Group has been registered with the SEC for 14.35 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 3 investment and 6 non-investment staff. The total number of Employees decreased by 60.87% over the last 5-years.
Their $8.51Bn in assets advised are owned by 192 private funds, 92 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $6.69Bn or 78.56% of Total Assets and Investment Companies (IC) own $1.82Bn or 21.44% of Total Assets.
The Group's top investment strategies include Traditional LBO, Multi Strat and Long/Short Equity, representing 48.42%, 29.44% and 20.73% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 3 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 4 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $68.14mn in assets.
The Group does not disclose any type of fee.
LOMBARD names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.