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LMCG INVESTMENTS, LLC
CRD 149936File 801-70357
APPROVED
Retail clients
Custody
Filing as of Apr 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.83B
Top 25% of cohort (national)
Discretionary AUM
$6.69B
Non-discretionary $140.7M
Clients
968
1,965 accounts
Employees
46
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 6, 2009
- Principal office
- ONE BOSTON PLACE, 201 WASHINGTON STREET, 29TH FLOOR, BOSTON, MA, 02108
- Phone
- 617-380-5600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.83B
- Discretionary AUM
- $6.69B
- Non-discretionary AUM
- $140.7M
- Discretionary accounts
- 1,955
- Non-discretionary accounts
- 10
- Total accounts
- 1,965
- AUM per client
- $7.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $89.5M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | Not reported |
| Investment companies | 1 | $251.1M |
| Charitable organizations | 37 | $220.7M |
| Other investment advisers | 7 | $132.5M |
| High net worth individuals | 725 | $2.46B |
| Pooled investment vehicles | 2 | $2.45B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | 4 | $1.17B |
| Individuals (other than high net worth individuals) | 168 | $57.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.