LGL Partners LLC

LGL Partners LLC, legally known as LGL PARTNERS, LLC, is a Delaware-based Limited Liability Company with 24 staff, 13 of which hold advisory roles. Currently, the firm serves a single client and has been approved by the SEC (U.S. Securities and Exchange Commission), with a registration date of September 13th, 2017.

• ANDREW PATRICK MEHALKO

  CO-CHIEF INVESTMENT OFFICER owns less than 5%

• CHRISTOPHER LEITH FAGLEY

  CHIEF OPERATING OFFICER owns less than 5%

• FWM HOLDINGS, LLC

  DIRECT OWNER OF LGL PARTNERS owns 75% or more

• JAMES CLEMENT MCGRATH

  CO-CHIEF INVESTMENT OFFICER owns less than 5%

• KATHLEEN ELIZABETH KEATING

  CHIEF COMPLIANCE OFFICER owns less than 5%

• KEITH MITCHELL BLOOMFIELD

  CHIEF EXECUTIVE OFFICER owns less than 5%

• PAUL SCOTT GREGORCHUK

  EXECUTIVE CHAIRMAN owns less than 5%

• 400 ACQUISITION LLC

  MEMBER owns more than 25% but less than 50%

• 76 WEST HOLDINGS LLC

  MEMBER owns more than 25% but less than 50%

• ERIC STUART SCHWARTZ

  MEMBER owns 75% or more

• WEALTH PARTNERS CAPITAL GROUP, LLC

  MEMBER owns 75% or more

• FIDELITY BROKERAGE SERVICES LLC
  United States

• Cheswold Lane Asset Management LLC
• Hirtle Callaghan & Co LLC
• LIVE YOUR Vision LLC
• Baldwin Investment Management LLC
• FFT Wealth Management LLC
• BALA Capital Group LLC
• Beach Investment Counsel Inc
• Morgan Stanley AIP GP LP
• SAGE Financial Group Inc
• Bristol Advisors LLC

• The Rise and Fall of Q4 2022 Fund Holders: A Look at Lgl Partners' 13F Holdings

• SPDR S&P 500 ETF TR TR UNIT $44,008k
• ISHARES TR CORE S&P MCP ETF $24,365k
• ISHARES TR CORE S&P SCP ETF $19,401k
• ISHARES $16,530k
• ISHARES INC CORE MSCI EMKT $13,820k
• ISHARES TR CORE MSCI EAFE $10,574k
• ISHARES $7,746k
• ISHARES TR CORE S&P500 ETF $7,384k
• ISHA $6,781k
• ISHARES TR NATIONAL MUN ETF $6,590k