Lingo Investments LLC
CRD 167898SEC# 801-133695
No longer SEC-registered. Lingo Investments LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$75M
Employees
5
Accounts
877
Location
—
Lingo Investments LLC assets under management
Lingo Investments LLC operates as an SEC-registered investment adviser. It reports $75 million in regulatory assets under management and employs 5 people.
Lingo Investments LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher James Anderson Control | Owner | 50-75% | 2025 |
| Jacob Marion Martin Control | President, Cco, Owner | 50-75% | 2025 |
| Jacob N. Pacini Control | Managing Member, Cio Specialized Equity And Options | Under 5% | 2013 |
Frequently asked questions
How much does Lingo Investments LLC manage?
Lingo Investments LLC reports $75 million in regulatory assets under management on its Form ADV.
How many employees does Lingo Investments LLC have?
Lingo Investments LLC reports 5 employees.
Does Lingo Investments LLC disclose fund performance?
Lingo Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00a.m.-5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$75M▲ 2974%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$75Mregulatory AUM
Discretionary $75M