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LANSING STREET ADVISORS

Legal name: LANSING STREET ADVISORS LLC

CRD 306882File 801-126210
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$555.0M
Above cohort median (national)
Discretionary AUM
$555.0M
Clients
151
561 accounts
Employees
5
Above cohort median in PA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Aug 8, 2022
Principal office
124 S MAPLE STREET, SUITE 325, AMBLER, PA, 19002
Phone
215-718-2063

Assets & accounts

ADV Item 5F
Total regulatory AUM
$555.0M
Discretionary AUM
$555.0M
Non-discretionary AUM
$0
Discretionary accounts
561
Non-discretionary accounts
0
Total accounts
561
AUM per client
$3.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals69$486.7M
Pooled investment vehicles1$38.3M
Individuals (other than high net worth individuals)81$30.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Publications
  • Financial planning services
  • Selection of other advisers
  • 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
Yes
Firm Custody Clients
Yes
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 11
  • Q11D2
  • Q11D4

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.