other names
  • LUFKIN ADVISORS, LLC

Adviser Profile

As of Date 12/13/2024
Registration status Terminated
ADV Location RIVIERA BEACH, FL, United States
Contact Info 650 xxxxxxx
Websites
AUM* 115,816,453 57%
of that, discretionary 115,816,453 57%
Private Fund GAV* 0
Avg Account Size 28,954,113 57%
SMA’s No
Private Funds 0 3

Adviser Type

- Large advisory firm

Number of Employees -100%

of those in investment advisory functions -100%

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

251M 215M 180M 144M 108M 72M 36M
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees