Lipper Advisory Services Inc
● SEC registered since 1991CRD 107283SEC# 801-39851
Ranks #5,407 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$155.8M
Fund GAV
$58.8M
Private funds
1
Employees
3
Accounts
24
Location
—
Lipper Advisory Services Inc assets under management
Lipper Advisory Services Inc is a registered investment adviser overseen by the SEC. The firm has been registered since 1991. It reports $155.8 million in regulatory assets under management and employs 3 people. Lipper Advisory Services Inc manages 1 private fund with combined gross assets of $58.8 million, including Lsf Partners, LP. By regulatory assets, it ranks 5,407 of 6,004 private fund managers.
Lipper Advisory Services Inc private funds
1 funds · $58.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lsf Partners, LP | Hedge | $58.8M | $1M |
Lipper Advisory Services Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| A Michael Lipper Control | President/Sole Director | Over 75% | 1981 |
| Hylton Hudson Phillips-Page | Vice President | Under 5% | 2015 |
| Zachary Max Kaplan | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Lipper Advisory Services Inc manage?
Lipper Advisory Services Inc reports $155.8 million in regulatory assets under management on its Form ADV.
How many private funds does Lipper Advisory Services Inc manage?
Lipper Advisory Services Inc manages 1 private funds with combined gross assets of $58.8 million.
How many employees does Lipper Advisory Services Inc have?
Lipper Advisory Services Inc reports 3 employees.
Does Lipper Advisory Services Inc disclose fund performance?
Lipper Advisory Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (908) 273-2454 |
| Fax | (908) 273-8231 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$155.8M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
AUM vs fund managersTop 90%
Larger than 10% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$155.8Mregulatory AUM
Discretionary $155.8M