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LMCG INVESTMENTS, LLC
CRD 149936File 801-70357
APPROVED
Retail clients
Custody
Filing as of Apr 9, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://LMCG.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 45 | 46 | increased by1 |
| Apr 1, 2026 | Clients | 1,062 | 968 | decreased by94 |
| Apr 1, 2026 | AUM | $6,545,996,799 | $6,834,293,270 | increased by$288,296,471 |
| Apr 1, 2026 | Accounts | 2,160 | 1,965 | decreased by195 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 40 | 45 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,138 | 1,062 | decreased by76 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,288,460,478 | $6,545,996,799 | increased by$2,257,536,321 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,946 | 2,160 | increased by214 |
| Apr 1, 2022 | Employees | 53 | 40 | decreased by13 |
| Apr 1, 2022 | Clients | 3,391 | 1,138 | decreased by2,253 |
| Apr 1, 2022 | AUM | $7,767,033,740 | $4,288,460,478 | decreased by$3,478,573,262 |
| Apr 1, 2022 | Accounts | 1,961 | 1,946 | decreased by15 |
| Feb 1, 2022 | Employees | 61 | 53 | decreased by8 |
| Feb 1, 2022 | Clients | 2,702 | 3,391 | increased by689 |
| Feb 1, 2022 | AUM | $6,480,214,099 | $7,767,033,740 | increased by$1,286,819,641 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LMCG INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LMCG INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.