Lpl Financial
Prime broker
Private funds
2
Advisory firms
2
About Lpl Financial
Lpl Financial is named as a prime broker on Form ADV filings for 2 private funds across 2 SEC-registered advisers. It appears in multiple roles across filings: prime broker, custodian.
Largest fund clients
2 funds| Fund | Manager | Gross assets |
|---|---|---|
| South Meadows Rv & Boat Storage LLC | D&a Advisors, LLC | $20.5M |
| Westwood Alpha Opportunity Fund LP | Westwood Wealth Management | — |
Coverage
| As prime broker | 1 funds |
| As custodian | 1 funds |