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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-27-2021
- Office Locations
- 1
Office Locations
About Lybis Investing
LYBIS Investing provides personalized investment management and financial planning for retail clients, building diversified, low-cost portfolios that target market returns while emphasizing funds and companies with strong sustainability scores. The firm focuses on ETF- and fund-based allocation, with ongoing rebalancing and quarterly reporting, and offers a client portal through supported custodians such as Altruist.
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Owner & Executives
Adrien Vanpoperinghe
Chief Compliance Officer, FOUNDER, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Owner
- CRD
- #7406646
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,943,828 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,943,828 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,943,828
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $469,712,291 | 43.1% |
| Corporate - Investment Grade | $368,359,059 | 33.8% |
| Cash | $251,748,350 | 23.1% |
| Total | $1,089,819,700 | 100.0% |