L
$167.9M Total AUM
$167.9M Disc. AUM
3.2% 3Y CAGR
1 Employees
97 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2014
- Office Locations
- 1
Office Locations
-- Wilmette IL
About Lloyd Park, LLC
Lloyd Park, LLC is a Wilmette-based RIA. The firm has been operating for 11 years. Managing $167.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$167.9M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Bridge Vital Beacon wave
Investment Themes
Delta
Investment Vehicles
Atlas Pioneer
Services
Optima Vital Frontier Vector Value
Owner & Executives
R
RICHARD FORD
Managing Member, President
- CRD
- #5976254
- Ownership
- 75% or more
(273) 264-8882
vertex.peak@pathwaycapital.com
in linkedin.com/in/pioneer-oak
J
JULIA ELIZABETH CORMIER
PARTNER
- CRD
- #2370014
- Ownership
- 10% but less than 25%
(922) 313-7490
element.pioneer@deltacapital.com
in linkedin.com/in/peak-beacon
R
Ridge alpha
Wave signal
- CRD
- #46110
- Ownership
- 49.5%
(984) 733-2213
pioneer.unison@valuecapital.com
in linkedin.com/in/beacon-oak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,900,000 | $13,991,667 |
| Non-Discretionary | $0 | -- |
| Total | $167,900,000 | $13,991,667 |
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Separately Managed Accounts
Total SMA Asset: $167,900,000
Equity - Exchange:
15.8% Public Funds:
20.3% U.S. Government/Agency:
5.1% Cash:
14.1% Municipal Bonds:
11.3% Corporate - Investment Grade:
18.5% Corporate - Non-Investment Grade:
14.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $80,505,032 | 15.8% |
| Public Funds | $103,433,680 | 20.3% |
| U.S. Government/Agency | $25,985,801 | 5.1% |
| Cash | $71,843,098 | 14.1% |
| Municipal Bonds | $57,576,383 | 11.3% |
| Corporate - Investment Grade | $94,262,220 | 18.5% |
| Corporate - Non-Investment Grade | $75,919,302 | 14.9% |
| Total | $509,525,516 | 100.0% |