Lm Advisors LLC
● SEC registered since 2011CRD 153940SEC# 801-72170San Diego, CA
Ranks #1,792 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.88B
Fund GAV
$76.7M
Private funds
1
Employees
22
Accounts
1,466
Location
San Diego, CA
Lm Advisors LLC assets under management
Lm Advisors LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2011. It reports $2.9 billion in regulatory assets under management and employs 22 people. Lm Advisors LLC manages 1 private fund with combined gross assets of $76.7 million, including Lma Balanced Segregated Portfolio. By regulatory assets, it ranks 1,792 of 6,004 private fund managers.
Lm Advisors LLC private funds
1 funds · $76.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lma Balanced Segregated Portfolio | Other Private | $76.7M | $100K |
Lm Advisors LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Goodbank Investment LLC | Member | Under 5% | 2019 |
| Jfkapital LLC | Member | Under 5% | 2016 |
| Jonathan Lesley Chatfield Control | Chief Compliance Officer | Under 5% | 2023 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Lm Advisors LLC manage?
Lm Advisors LLC reports $2.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Lm Advisors LLC manage?
Lm Advisors LLC manages 1 private funds with combined gross assets of $76.7 million.
How many employees does Lm Advisors LLC have?
Lm Advisors LLC reports 22 employees.
Where is Lm Advisors LLC located?
Lm Advisors LLC is based in San Diego, CA and has been SEC-registered since 2011.
Does Lm Advisors LLC disclose fund performance?
Lm Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 750 B Street, Suite 3020, San Diego, CA 92101-8192 |
| Phone | 619-814-1400 |
| Fax | 619-814-0555 |
| Office hours | 8-6 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.88B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
AUM vs fund managersTop 30%
Larger than 70% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$2.88Bregulatory AUM
Discretionary $2.86BNon-discretionary $14.4M