Lockshield Partners, Inc.
● SEC registered since 2019CRD 175433SEC# 801-116877Glasgow, KY
Reg. AUM
$290.6M
Employees
8
Accounts
1,717
Location
Glasgow, KY
Lockshield Partners, Inc. assets under management
Lockshield Partners, Inc. is an investment advisory firm registered with the SEC based in Glasgow, KY. The firm has been registered since 2019. It reports $290.6 million in regulatory assets under management and employs 8 people.
Lockshield Partners, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Joseph Klein Control | Chief Compliance Officer/Managing Member | Over 75% | 2015 |
| Jeremiah Warren Harston | Partner | Under 5% | 2024 |
Frequently asked questions
How much does Lockshield Partners, Inc. manage?
Lockshield Partners, Inc. reports $290.6 million in regulatory assets under management on its Form ADV.
How many employees does Lockshield Partners, Inc. have?
Lockshield Partners, Inc. reports 8 employees.
Where is Lockshield Partners, Inc. located?
Lockshield Partners, Inc. is based in Glasgow, KY and has been SEC-registered since 2019.
Does Lockshield Partners, Inc. disclose fund performance?
Lockshield Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 South Broadway, Glasgow, KY 42141 |
| Phone | 270-629-2046 |
| Fax | 270-629-2049 |
| Office hours | 8a.m. - 4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$290.6M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$290.6Mregulatory AUM
Discretionary $0Non-discretionary $290.6M