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LMCG INVESTMENTS, LLC
BOSTON, MA
617-380-5600
SEC #801-70357Total AUM
$6.8B
Employees
46Clients
972Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE BOSTON PLACE
201 WASHINGTON STREET, 29TH FLOOR
BOSTON
MA 02108
United States
201 WASHINGTON STREET, 29TH FLOOR
BOSTON
MA 02108
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
617-380-5600
Other Offices
1
Financials
Total AUM
$6.8B
Accounts
1,965Discretionary
$6.7B
Accounts
1,955Non-Discretionary
$140.7M
Accounts
10
Clients
Individual Clients
168AUM
$57.8M
HNW Individual Clients
725AUM
$2.5B
Banking Clients
1AUM
$0
Investment Company Clients
1AUM
$251.1M
Pooled Vehicle Clients
2AUM
$2.4B
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
37AUM
$220.7M
Government Entity Clients
4AUM
$1.2B
Investment Advisor Clients
7AUM
$132.5M
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
24AUM
$89.5M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.