Investment adviser · CRD 105053

LAWSON KROEKER INVESTMENT MANAGEMENT INC

Investment adviser filing (IA)

OMAHA, NE, United States · Form ADV filed Mar 4, 2026

Regulatory AUM
$429M
Form ADV · Item 5.F
Client accounts
254
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals91$291,701,28168.1%
Charities7$78,054,61918.2%
Individuals43$33,708,9697.9%
Investment companies1$25,073,8345.9%
Corporations & businessesFewer than 5$29,5560.0%
Filing source

Form ADV 2065001 · Mar 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

L/K LIMITED PARTNERSHIP NO. 1Other Private Fund · Last reported Mar 20, 2012$17.3MGross asset value
Fund administrator HANCOCK & DANA PC OMAHA, Nebraska, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor BKD LLP OMAHA, Nebraska, United States
Custodian U.S. BANK N.A. ST. PAUL, Minnesota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-6402462487
Reported beneficial owners
30
Minimum commitment
$50K

Form ADV 618734 · Mar 20, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 4, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

1926 S. 67TH STREET, SUITE 201
OMAHA, NE, 68106, United States

CRD 105053

Filing source

Form ADV 2065001 · Mar 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.