Fund Manager
LM Advisors
LM Advisors
Fund Manager
Primary Strategy: Other
Year Founded: 1984
Number of Employees: 21
Ownership: Partnership
Year End: December
Description
Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families. Driven by our passion to serve our clients, we rely on our decades of experience to create investment strategies tailor made for your unique situation. As an independent advisor, we are always on your side. We offer a transparent model that reinforces our p
Address
750 B Street, Suite 3020, San Diego, California, United States
Date
As of: September 30, 2025
Key Metrics
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Business mix
Mix of Private Fund AUM ($M)
By geography
By strategy
By fund size
By fund vintage
Leadership and Fund Service Providers
Key Management
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Fund Service Providers
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Table view
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Key Metrics
Chart view
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Top fund structures by AUM
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Current Service Providers
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Switches
Last 12 months
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