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Lgl Partners, LLC

● SEC registered since 2017CRD 289784SEC# 801-111688Philadelphia, PA
Export (members)
Ranks #2,366 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.71B
Fund GAV
$270.6M
Private funds
3
Employees
36
Accounts
68
Location
Philadelphia, PA

Lgl Partners, LLC assets under management

Lgl Partners, LLC is an SEC-registered investment adviser based in Philadelphia, PA. The firm has been registered since 2017. It reports $1.7 billion in regulatory assets under management and employs 36 people. Lgl Partners, LLC manages 3 private funds with combined gross assets of $270.6 million, including Select Opportunity LLC. By regulatory assets, it ranks 2,366 of 6,004 private fund managers.

Lgl Partners, LLC private funds

3 funds · $270.6M GAV
FundTypeGross assetsMin.
Select Opportunity LLCPrivate Equity$174.4M$25K
Am Global Core Fund LLCHedge$65.7M$500K
Stanhope Fft Global Ventures LPPrivate Equity$30.4M$500K

Lgl Partners, LLC owners & executives

26 reported
NameTitleOwnershipSince
Andrew Patrick Mehalko ControlChief Investment OfficerUnder 5%2019
Corient Group GP LLC (US) ControlGeneral PartnerUnder 5%2026
Corient Partners US LP ControlOwnerOver 75%2026
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Frequently asked questions

How much does Lgl Partners, LLC manage?

Lgl Partners, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Lgl Partners, LLC manage?

Lgl Partners, LLC manages 3 private funds with combined gross assets of $270.6 million.

How many employees does Lgl Partners, LLC have?

Lgl Partners, LLC reports 36 employees.

Where is Lgl Partners, LLC located?

Lgl Partners, LLC is based in Philadelphia, PA and has been SEC-registered since 2017.

Does Lgl Partners, LLC disclose fund performance?

Lgl Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressTwo Liberty Place, 50 S. 16th Street, Floor 34, Philadelphia, PA 19102
Phone610-545-6100
Fax610-545-6101
Office hours9a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.71B▲ 101%
Mar '25 — $847.9MApr '25 — $847.9MMay '25 — $847.9MJun '25 — $847.9MJul '25 — $847.9MAug '25 — $847.9MSep '25 — $847.9MOct '25 — $847.9MNov '25 — $847.9MDec '25 — $847.9MJan '26 — $847.9MFeb '26 — $847.9MMar '26 — $1.71BApr '26 — $1.71BMay '26 — $1.71BJun '26 — $1.71B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
AUM vs fund managersTop 39%
Larger than 61% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 15%
More than 85% of 16,825 advisers

Assets under management

$1.71Bregulatory AUM
Discretionary $722.7MNon-discretionary $985.2M

Fund type mix

Private Equity2
Hedge1

Service providers

Prime broker
Custodian
Administrator