BL
Bartlett, Lawrence Eugene
State-registered
Endowment & Foundation Advisor · Boutique (under $100M)
CRD 136282
· Arcadia, CA
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ADV data as of Jul 06, 2026
- Regulatory AUM
- $700K
- Discretionary
- $700K
- Clients
- 1
- Avg AUM / client
- $700K
- Accounts
- 1
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Charitable organizations | 1 | $700K | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lawrence Eugene Bartlett | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • SUBJECT TO NEGOTIATION
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗