Lansing Street Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$516,657,416
Clients
150
Advisors
6
of 6 employees
About
Lansing Street Advisors provides discretionary and non‑discretionary wealth management, portfolio management, and financial planning to individuals, high‑net‑worth clients, trusts, and estates. The firm constructs portfolios primarily using exchange‑traded funds while also implementing mutual funds, individual equities, fixed income, and allocations to independent managers when appropriate.
The firm’s investment approach is long‑term and based on fundamental analysis, with ongoing monitoring and the ability to rebalance or make shorter‑term trades as needed; cash and defensive positions are treated as an asset class. Lansing Street integrates financial planning into its advisory relationship, uses a third‑party sub‑planning service (Delegated Planning, LLC) for certain planning work, and may recommend third‑party managers or platform strategies such as BlackRock and private equity managers like Hamilton Lane.
Lansing Street’s brochure discloses several features that are less common among similar team advisers: it sponsors and is affiliated with a private real estate fund (Lansing Street Real Estate Fund LLC) and may recommend pooled investment vehicles to qualified clients, arrangements that create potential conflicts of interest and possible incentive compensation. The firm also discusses use of interval funds, private equity sub‑advisers, and the possibility of being deemed to have custody over pooled vehicle assets (with related audit and reporting procedures), which are distinctions compared with many peers.
Client services
Expertise
Fee options
Fixed rate up to $10,000 for creating financial plans, negotiable based on complexity
$0 - $2,500,000: 1.00% $2,500,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Performance fee charged by Hamilton Lane Fund: 1.5% non-leveraged management fee and 12.5% performance fee at Deal Level with preferred returns (6% on co-investment direct credit and 8% on other investments); possible performance fee arrangements with qualified clients under Rule 205-3
Main office
124 S Maple Street, Suite 325
Ambler PA 19002
Advisors at this office
6
Most active in
New Jersey · Pennsylvania
Also doing business as
Lansing Street Advisors · Lansing Street Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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