L
CRD: 289784
LGL Partners, LLC
Philadelphia, PA, 19102
6105456100
$1.7B Total AUM
$722.7M Disc. AUM
13.9% 3Y CAGR
38 Employees
39 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Capital Group · Citibank · Fidelity/NFS · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- VectorRadial +more
- Established Date
- 01-01-2017
- Office Locations
- 1
Office Locations
TWO Liberty Place, 50 S. 16th Street Floor 34 Philadelphia PA
About LGL Partners, LLC
LGL Partners, LLC is a Philadelphia-based RIA. The firm has been operating for 9 years. Managing $1.7B in total assets under management, with 24 advisory representatives. They custody assets with Broadridge and Capital Group. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$71.2M AVG AUM / ADVISOR
$43.8M AVG AUM / CLIENT
5.2 yrs AVG TENURE
38 Employees
24 Advisory Reps
0 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Alpha value Matrix Horizon pioneer Capital Catalyst Bridge meridian
CRM
Zenith
Investment Themes
Vital harbor Capital optima Zenith Frontier
Investment Vehicles
North Focus
Services
Focus momentum Ridge Foundation Prime
Technology
Zenith Eagle capital Momentum quantum
Owner & Executives
K
KEITH MITCHELL BLOOMFIELD
Chief Executive Officer, Founding Partner
- CRD
- --
- Ownership
- Less than 5%
(442) 809-3081
oak.horizon@timbercapital.com
in linkedin.com/in/catalyst-focus
A
ANDREW PATRICK MEHALKO
Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
(804) 542-8713
pathway.eagle@harborcapital.com
in linkedin.com/in/summit-delta
B
Bridge ridge
Wave alpha
- CRD
- #23416
- Ownership
- 12.5%
(263) 261-7665
summit.matrix@eaglecapital.com
in linkedin.com/in/atlas-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $722,722,272 | $20,075,619 |
| Non-Discretionary | $985,226,881 | $30,788,340 |
| Total | $1,707,949,153 | $25,116,899 |
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Separately Managed Accounts
Total SMA Asset: $1,437,336,423
Private Funds:
16.8% Public Funds:
17.6% Equity - Exchange:
16.3% Cash:
4.8% Other:
14.0% Equity - OTC:
7.0% Municipal Bonds:
23.5% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $572,004,873 | 16.8% |
| Public Funds | $599,243,200 | 17.6% |
| Equity - Exchange | $554,980,918 | 16.3% |
| Cash | $163,429,964 | 4.8% |
| Other | $476,670,728 | 14.0% |
| Equity - OTC | $238,335,364 | 7.0% |
| Municipal Bonds | $800,125,864 | 23.5% |
| Total | $3,404,790,911 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE QUANTUM | VITAL ELEMENT | 0LYXJ325D | FIDHS | 12.36% | $43,442,233 |
| PEAK PRIME | MERIDIAN CREST | 1ZR3GUJVN | TEU | 6.52% | $60,345,487 |
| LEGACY FUSION | FUSION VITAL | E99UFVFUZ | YQKX | 5.26% | $38,414,618 |
| RIDGE PRIME SUMMIT | ZENITH OPTIMA | ACH2R6LI7 | PSEB | 7.00% | $23,418,953 |
| TIMBER VALUE MOMENTUM | OPTIMA PRIME | 7WTWS2WDQ | UHBU | 4.53% | $101,341,930 |
| MATRIX ELEMENT CREST | EMBER PIONEER | 3MRQA78EO | EIYN | 9.57% | $12,974,257 |
| QUANTUM BEACON ZENITH | ELEMENT INSIGHT | ZRBQN986T | RIJW | 0.95% | $41,528,701 |
| BRIDGE WAVE BEACON | VALUE BEACON | URITPDFSR | IMFJX | 7.82% | $97,688,317 |