The LCP INSTITUTIONAL is a privately held investment adviser that advises $2.01Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. LCP INSTITUTIONAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 3.93% over the last 2-years.
The Group has been registered with the SEC for 2.93 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at THE ARTS CENTER TOWER 1270 WEST PEACHTREE STREET, SUITE 3, ATLANTA, GA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 3 investment and 4 non-investment staff. The total number of Employees increased by 16.67% over the last 2-years.
Their $2.01Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 14 other accounts. Assets of Charitable Organizations clients own $1.3Bn or 64.87% of Total Assets and High Net Worth Individuals own $674.13mn or 33.54% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Charitable Organizations and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and management fees.
LCP INSTITUTIONAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a HIGH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In LCP INSTITUTIONAL's case, they have 7 business conditions that require high process maturity and 0 Watch Factors.