The LCP INSTITUTIONAL is a privately held investment adviser that advises $3.17Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. LCP INSTITUTIONAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 51.45% over the last 3-years.
The Group has been registered with the SEC for 3.42 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at THE ARTS CENTER TOWER 1270 WEST PEACHTREE STREET, SUITE 3, ATLANTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 4 investment and 4 non-investment staff. The total number of Employees increased by 14.29% over the last 3-years.
Their $3.17Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 14 other accounts. Assets of High Net Worth Individuals clients own $1.69Bn or 53.39% of Total Assets and Charitable Organizations own $1.41Bn or 44.35% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and management fees.
LCP INSTITUTIONAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.