A complete list of active advisors currently associated with Lemniscate Partners Advisory LLC
Warmer can help you find a great advisor at Lemniscate Partners Advisory LLC or one who fits your needs even better.
Lemniscate Partners Advisory LLC is a recently formed registered investment adviser that intends to work with high-net-worth individuals, trusts, estates, and business entities, with particular emphasis on fund partners, entrepreneurs, and technology employees who carry embedded professional concentration exposures. The firm offers combined personal advisory services—ongoing investment management together with financial planning (financial planning is provided only in conjunction with investment management)—and also states it will recommend or retain independent third‑party advisers for portions of client portfolios. Its stated investment approach emphasizes cost efficiency, tax efficiency, and deliberate diversification away from each client’s existing professional concentrations, building a liquid core and accessing institutional-quality managers through fund-of-funds structures when alternatives are appropriate. Portfolio construction is described as client-specific and “exposure-aware,” and the firm also plans to provide balance-sheet reporting, tax coordination, trust and estate structuring, and introductions to banking and investment relationships as part of its services. Noteworthy for a firm with no active advisors or assets at the time of its ADV, Lemniscate intends to perform portfolio management for individuals and to select other advisers on clients’ behalf—both services that are statistically uncommon among similarly situated firms. The adviser is affiliated with a parent company that provides outsourced “partner services” (back-office, reporting, and tax coordination) to private equity, venture capital, and private credit firms, a relationship that could enable closer coordination with investment‑firm partners while the adviser itself does not act as a private fund adviser.
To learn more about the advisors currently working at Lemniscate Partners Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Menlo Park, CA
| 9
|
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