Investment adviser · CRD 135299
LCM GLOBAL PARTNERS LLC
Investment adviser filing (IA)
TAMPA, FL, United States · Form ADV filed Mar 28, 2016
- Regulatory AUM
- $145M Form ADV · Item 5.F
- Client accounts
- 227 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
2514 MULTI-STRATEGY FUND LPHedge Fund · Last reported Mar 28, 2016$97MGross asset value
Form D fundraising filings
Feeder funds
- 2514 DIVERSIFIED LP
- 2514 MULTI-STRATEGY FUND LTD
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-5787483117
- Reported beneficial owners
- 90
- Minimum commitment
- $250K
- Form D file number
- 021-68553
Form ADV 1000913 · Mar 28, 2016 · 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.
ALPHAEUS SELECT LLCOther Private Fund · Last reported Apr 17, 2012$6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-3478595313
- Reported beneficial owners
- 10
- Minimum commitment
- $100K
Form ADV 640982 · Apr 17, 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 28, 2016. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
2805 W. BUSCH BLVD, SUITE 101TAMPA, FL, 33618, United States
CRD 135299
Filing source
Form ADV 1000913 · Mar 28, 2016 · 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.