Lepercq Lynx Investment Advisory LLC (Washington)

Lepercq Lynx Investment Advisory LLC is a large advisory firm based in Washington. It manages $880.6 million of regulatory assets for 64 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, District of Columbia, Maryland, and 3 other states.

Lepercq Lynx Investment Advisory provides portfolio management for pooled investment vehicles, selection of other advisers, and performance measurement, asset allocation. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lepercq Lynx Investment Advisory: assets under management

The assets under management (AUM) of Lepercq Lynx Investment Advisory LLC is $880.6 million. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $30.52 million in discretionary accounts and $850.08 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.17 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $13.94 million.

Lepercq Lynx Investment Advisory has custody of $11.62 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lepercq Lynx Investment Advisory LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lepercq Lynx Investment Advisory LLC

Peter Joseph Tanous has been acting as President since 1 Dec 2000. Vipin Sahijwani has served as the Chief Investment Officer since 1 Jan 2007. Cig Capital Holdings Inc. joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 3 indirect owners.

Based in Washington

The principal office where Lepercq Lynx Investment Advisory LLC performs its advisory services is located at 1100 Connecticut Avenue, Nw, Washington, DC 20036, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-833-3700 or by fax 202-833-3704. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.lynxinvestment.com.

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