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Lloyd Park, LLC

● SEC registered since 2017CRD 174032SEC# 801-111890
Export (members)
Reg. AUM
$167.9M
Employees
1
Accounts
12
Location

Lloyd Park, LLC assets under management

Lloyd Park, LLC is an SEC-registered investment adviser. The firm has been registered since 2017. It reports $167.9 million in regulatory assets under management and employs 1 people.

Lloyd Park, LLC owners & executives

3 reported
NameTitleOwnershipSince
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2014
Julia Elizabeth CormierPartner10-25%2022
Richard Ford ControlManaging MemberOver 75%2014

Frequently asked questions

How much does Lloyd Park, LLC manage?

Lloyd Park, LLC reports $167.9 million in regulatory assets under management on its Form ADV.

How many employees does Lloyd Park, LLC have?

Lloyd Park, LLC reports 1 employees.

Does Lloyd Park, LLC disclose fund performance?

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

Contact & registration

Phone846-635-3951
FaxN/A
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$167.9MNo change
Mar '25 — $167.3MApr '25 — $167.3MMay '25 — $167.3MJun '25 — $167.3MJul '25 — $167.3MAug '25 — $167.3MSep '25 — $167.3MOct '25 — $167.3MNov '25 — $167.3MDec '25 — $167.3MJan '26 — $167.3MFeb '26 — $167.9MMar '26 — $167.9MApr '26 — $167.9MMay '26 — $167.9MJun '26 — $167.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$167.9Mregulatory AUM
Discretionary $167.9M