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LMCG INVESTMENTS, LLC
CRD 149936 · SEC 801-70357
ONE BOSTON PLACE, 201 WASHINGTON STREET, 29TH FLOOR, BOSTON, MA, 02108, United States
Phone
617-380-5600
Fax
617-380-5601
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.83B
Discretionary AUM
$6.69B
Team
46 total employees; 16 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 168 | $57.8M |
| High net worth individuals | 725 | $2.46B |
| Investment companies | 1 | $251.1M |
| Pooled investment vehicles | 2 | $2.45B |
| Charitable organizations | 37 | $220.7M |
| State/municipal entities | 4 | $1.17B |
| Other investment advisers | 7 | $132.5M |
| Corporations/business entities | 24 | $89.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD