A complete list of active advisors currently associated with LendingRobot

Warmer can help you find a great advisor at LendingRobot or one who fits your needs even better.

Lend Academy Investments, doing business as LendingRobot and NSR Invest, provides discretionary and non‑discretionary investment advice to private U.S. investment funds, institutional investors, financial advisors, family offices and individual clients through managed accounts and by acting as the general partner and investment manager to pooled private funds (the Series). The firm offers a Managed Account Service and a Non‑discretionary Investment Service that allow clients to use LAI’s technology and analytics to invest in consumer and small business credit on online Marketplaces. LAI primarily allocates capital to direct and fractional interests in loans originated on online Marketplaces such as Prosper, employing proprietary credit‑pricing and loan‑selection algorithms across multiple model strategies and a fully automated mode, and it uses internal valuation models for assets that are not readily marketable. For its pooled Series funds the firm may also invest in direct lending, specialty finance pools, and certain third‑party funds, and retains discretion over selection and allocation within the Series in accordance with the offering documents. The brochure highlights several features that distinguish LAI from many peers: common ownership with a registered broker‑dealer (Lime Trading), operation of two separate technology platforms (LendingRobot and NSR Invest) that can differ in speed and analytics, and the firm’s use of pooled private funds with performance‑based compensation and explicit target‑return disclosures. The firm also discloses a prior SEC enforcement order (dated August 29, 2022) relating to untimely distribution of audited fund financials and paid a civil monetary penalty, and it manages a relatively large retail client base through automated systems, which helps explain a high client‑count per advisor.

To learn more about the advisors currently working at LendingRobot, 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.