FIRM PROFILE

LMCG INVESTMENTS, LLC

CRD 149936 · Source month: August 2026

Reported business facts

CRD number: 149936Reported in SEC monthly data
Legal name: LMCG INVESTMENTS, LLCReported in SEC monthly data
Regulatory assets under management: $6,834,293,270.00Reported in SEC monthly data
Employees: 46Reported in SEC monthly data
Employees performing advisory functions: 16Reported in SEC monthly data
Individual clients (other than high net worth): 168Reported in SEC monthly data
High net worth individual clients: 725Reported in SEC monthly data
Banking or thrift institution clients: SuppressedReported in SEC monthly data
Investment company clients: 1Reported in SEC monthly data
Business development company clients: 0Reported in SEC monthly data
Other pooled investment vehicle clients: 2Reported in SEC monthly data
Pension and profit-sharing plan clients: SuppressedReported in SEC monthly data
Charitable organization clients: 37Reported in SEC monthly data
State or municipal government clients: 4Reported in SEC monthly data
Other investment adviser clients: 7Reported in SEC monthly data
Insurance company clients: SuppressedReported in SEC monthly data
Sovereign wealth fund or foreign official clients: SuppressedReported in SEC monthly data
Corporation or other business clients: 24Reported in SEC monthly data
Other clients: Not reportedObserved missing state

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

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