# LGK Advisors, LLC

> LGK Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2010, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 154922
- Filed as: LGK ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154922
- AdvisorCensus page: https://advisorcensus.com/firm/lgk-advisors-llc-new-york-ny-154922

## Quick answers

**How is LGK Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), LGK Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does LGK Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is LGK Advisors, LLC located?**
LGK Advisors, LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is LGK Advisors, LLC registered with the SEC or a state?**
LGK Advisors, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 154922.

**How much does LGK Advisors, LLC manage?**
LGK Advisors, LLC reports $4,391,725,447 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have LGK Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for LGK Advisors, LLC: Regulatory assets under management: $864,898,485 in the October 2021 data and $4,391,725,447 in the October 2026 data, up 408%. Total employees: 15 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does LGK Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (17).

**Does LGK Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154922

**What changed in LGK Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 10. Regulatory assets under management went from $3,244,226,619 to $4,391,725,447 (+35%). Added an office in Los Angeles, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 1% to 2% a year (a range, as the brochure states it)

> The management fee for each Fund or Managed Account (the “Management Fee”) is generally calculated and paid quarterly in advance and ranges from 1% to 2% per annum of the applicable assets under management based on capital commitments

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $4,391,725,447
- Discretionary: $4,390,568,633
- Non-discretionary: $1,156,814

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 17 | $4,391,725,447 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 27 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Los Angeles, CA

### Websites listed on Form ADV (Item 1.I)
- [fundrestructurings.com](https://fundrestructurings.com)
- [fundsecondaryliquidity.com](https://fundsecondaryliquidity.com)
- [gpledrestructuring.com](https://gpledrestructuring.com)
- [gpledsecondaries.com](https://gpledsecondaries.com)
- [hedgefundrestructuring.com](https://hedgefundrestructuring.com)
- [hedgefundsecondaries.com](https://hedgefundsecondaries.com)
- [lsvadvisors.com](https://lsvadvisors.com)
- [lsvfinancial.com](https://lsvfinancial.com)
- LinkedIn @lsv-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $864,898,485 | 15 | March 30, 2021 |
| October 2022 | $1,289,626,705 | 13 | March 30, 2022 |
| October 2023 | $1,561,282,752 | 16 | August 17, 2023 |
| October 2024 | $2,624,626,569 | 20 | September 27, 2024 |
| October 2025 | $3,244,226,619 | 25 | March 31, 2025 |
| October 2026 | $4,391,725,447 | 27 | March 31, 2026 |

Regulatory assets under management: $864,898,485 in the October 2021 data and $4,391,725,447 in the October 2026 data, up 408%.
Total employees: 15 in October 2021 and 27 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 10.
- Regulatory assets under management went from $3,244,226,619 to $4,391,725,447 (+35%).
- Added an office in Los Angeles, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LGK Advisors, LLC (CRD 154922): Form ADV filing data as of October 2026.