Investment adviser · CRD 289784
LGL PARTNERS, LLC
Investment adviser filing (IA)
PHILADELPHIA, PA, United States · Form ADV filed Jul 13, 2026
- Regulatory AUM
- $1.71B Form ADV · Item 5.F
- Client accounts
- 68 Accounts, not individual clients
- Employees
- 36 Reported in this filing
- Advisory professionals
- 22 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 36 | $1,437,336,423 | 84.2% |
| Pooled investment vehicles | 3 | $270,612,730 | 15.8% |
Filing source
Form ADV 2119170 · Jul 13, 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
3 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.
SELECT OPPORTUNITY LLCPrivate Equity Fund · Last reported Jul 13, 2026$174MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177
Fund details & source
- Fund ID
- 805-5222888849
- Reported beneficial owners
- 22
- Minimum commitment
- $25K
Form ADV 2119170 · Jul 13, 2026 · 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.
AM GLOBAL CORE FUND LLCHedge Fund · Last reported Jul 13, 2026$65.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
INTERACTIVE BROKERS LLC
SEC 8-47257
FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292
Fund details & source
- Fund ID
- 805-8916899168
- Reported beneficial owners
- 62
- Minimum commitment
- $500K
- Form D file number
- 021-196184
Form ADV 2119170 · Jul 13, 2026 · 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.
STANHOPE FFT GLOBAL VENTURES LPPrivate Equity Fund · Last reported Jul 13, 2026$30.4MGross asset value
Form D fundraising filings
Stanhope FFT Global Ventures LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORTON LLP
PCAOB 248
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-4018726306
- Reported beneficial owners
- 41
- Minimum commitment
- $500K
- Form D file number
- 021-416348
Form ADV 2119170 · Jul 13, 2026 · 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: Jul 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
TWO LIBERTY PLACE, 50 S. 16TH STREET, FLOOR 34PHILADELPHIA, PA, 19102, United States
CRD 289784
Filing source
Form ADV 2119170 · Jul 13, 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.