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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vital emberVital
- Established Date
- 04-19-2006
- Office Locations
- 2
Office Locations
About L&l Partners Wealth Management, LLC
L&L Partners Wealth Management is a New York-based registered investment adviser providing wealth management and portfolio construction for retail and institutional clients. The firm uses a multifactor, risk-parameter-driven investment process that ties allocation to client objectives and tolerance, emphasizing ongoing risk management. Custody is held at Fidelity/NFS, and portfolios include meaningful ETF and public-fund exposure.
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Owner & Executives
DAGAN ALEXANDER LACORTE
Chief Compliance Officer, Managing Member
- CRD
- #4396486
- Ownership
- 50% but less than 75%
ALBERTO GIOVANNI LIBERTINI
Managing Member, Vice President
- CRD
- #2703609
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,017,361 | $456,897 |
| Non-Discretionary | $7,784,158 | $2,594,719 |
| Total | $81,801,519 | $495,767 |
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Separately Managed Accounts
Total SMA Asset: $81,801,519
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,041,098,696 | 18.5% |
| Equity - Exchange | $1,558,834,264 | 27.7% |
| Cash | $337,653,631 | 6.0% |
| Corporate - Investment Grade | $1,446,283,054 | 25.7% |
| Derivatives | $1,243,690,875 | 22.1% |
| Total | $5,627,560,520 | 100.0% |