LGL PARTNERS, LLC
LGL PARTNERS, LLC is a Series C+ and other fund in the US and global investing in Fintech and wealth-management.
- Stages
- Series C+, other
- Sectors
- Fintech, wealth-management
- Invests in
- US-wide, global
- Actively investing
- Yes
- Founded
- 2010
- Assets under management
- $3.67B
- Website
- lglpartners.com
Check size not disclosed
Thesis
LGL Partners, LLC, now operating as FFT Wealth Management, LLC, is a multi-family office and investment firm founded in 2010 and headquartered in West Conshohocken, Pennsylvania. LGL Partners focuses on providing comprehensive wealth management and investment solutions to ultra-high-net-worth families, family offices, and institutions, acting as an outsourced investment team for foundations, endowments, pensions, and charitable organizations. They manage portfolios and execute trades across equities and fixed income, with experience in structured derivatives and hedging transactions. Their strategy involves objective access to unique investment opportunities, leveraging intellectual capital and experience. LGL Partners has partnered with Forbes Family Trust, leading to a merger under FWM Holdings, LLC, which in turn partnered with Stanhope Capital Group SA. As of March 31, 2025, LGL Partners reported $847.9 million in AUM, while Forbes Family Trust Lgl Partners reports $3.67 billion in total AUM. The combined firms under FWM Holdings oversee over $30 billion in assets for over 250 families worldwide.
Common questions
Does LGL PARTNERS, LLC invest at the Series C+ stage?
Yes. LGL PARTNERS, LLC lists Series C+ and other among the stages it invests in.
Where does LGL PARTNERS, LLC invest?
LGL PARTNERS, LLC invests in the US and global.