The LONSDALE INVESTMENT MANAGEMENT is a privately held investment adviser that advises $565.39mn in regulatory assets under management held in 6 SEC fund types across 5 investment strategies. LONSDALE INVESTMENT MANAGEMENT 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 640.98% over the last 3-years.
The Group has been registered with the SEC for 4.29 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 31 W 27TH STREET SUITE 605, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 6 investment and 8 non-investment staff. The total number of Employees increased by 133.33% over the last 4-years.
Their $565.39mn in assets advised are owned by 31 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $565.39mn or 100% of Total Assets.
The Group's top investment strategies include Traditional LBO, Early Stage and Multi Strat, representing 35.32%, 31.16% and 23.88% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
LONSDALE INVESTMENT MANAGEMENT names 6 sub-advisers CARY STREET PARTNERS, CONWAY INVESTMENT SOLUTIONS, FIDELIS CAPITAL, KM CAPITAL MANAGEMENT, LTD., PLATFORM TECHNOLOGY PARTNERS, WAYPOINT WEALTH COUNSEL LLC to 13 different funds advised by the group. The Group has been named as the sub-adviser to 4 funds.