Lgk Advisors, Llc
- Regulatory AUM
- $4.4B
- Discretionary
- $4.4B
- Clients
- 17
- Avg AUM / client
- $258M
- Accounts
- 17
- Employees
- 27
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 17 | $4.4B | 100.0% |
Private funds (17)
View all →Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $1.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lsv Special Opportunities Fund Vi, L.P. | Private Equity Fund | Cayman Islands | $276M | 30 |
| Lsv Special Opportunities Domestic Fund Vi A, L.P. | Private Equity Fund | Delaware | $238M | 4 |
| Lsv Special Opportunities Fund V, L.P. | Private Equity Fund | Cayman Islands | $196M | 40 |
| Lsv Special Opportunities Domestic Fund Vi, L.P. | Private Equity Fund | Delaware | $177M | 73 |
| Lsv Advantage International Iii B, Llc | Private Equity Fund | Delaware | $86.5M | 1 |
| Lsv Special Opportunities Domestic Fund V, L.P. | Private Equity Fund | Delaware | $63.5M | 28 |
| Lsv Special Opportunities Fund Iv, L.P. | Private Equity Fund | Cayman Islands | $38.3M | 26 |
| Lsv Advantage International Ii B, Ltd. | Private Equity Fund | Cayman Islands | $24.4M | 2 |
| Lsv Special Opportunities Domestic Fund Vii A, L.P. | Private Equity Fund | Delaware | $21.2M | 4 |
| Lsv Advantage International Ii B, L.P. | Private Equity Fund | Delaware | $21.0M | 5 |
| Lsv Advantage International Vi, L.P. | Private Equity Fund | Cayman Islands | $18.8M | 4 |
| Lsv Special Opportunities Fund Iii, Ltd. master | Private Equity Fund | Cayman Islands | $5.2M | 14 |
| Lsv Special Opportunities Domestic Fund Iv, L.P. | Private Equity Fund | Delaware | $2.8M | 5 |
| Lsv Advantage International Iii, Llc | Private Equity Fund | Delaware | $2.2M | 1 |
| Lsv Special Opportunities Fund Vii, L.P. | Private Equity Fund | Cayman Islands | $2.2M | 5 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tisch, David, Gilbert | Chief Executive Officer | Nov 2005 (21y) | ≈ 42.19% – 100% via Dgt Family Ii, L.P. | |
| Diamond, Saul, E | Co President | Jul 2010 (16y) | Less than 5% | |
| Calandra, Michael, James | Chief Financial Officer | May 2014 (12y) | Less than 5% | |
| Fang, Jeffery, C | General Counsel | Jan 2022 (5y) | Less than 5% | |
| Shapiro, Aaron, Edward | Co President | Jan 2022 (5y) | Less than 5% | |
| Caffarelli, Daniel, Joseph | Chief Compliance Officer | Dec 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jtt Advisors Ii, L.P. | Managing Member | Jan 2020 | A | 75% or more |
| Dgt Family Ii, L.P. | Limited Partner | Jan 2020 | B | ≈ 56.25% – 100% via Jtt Advisors Ii, L.P. |
| Jtt Advisors Ii Gp Llc | General Partner | Jan 2020 | B | GP / trustee / elected manager of Jtt Advisors Ii, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Tisch, David, Gilbert: 75% – 100% of Dgt Family Ii, L.P. × 75% – 100% of Jtt Advisors Ii, L.P. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Dgt Family Ii, L.P.: 75% – 100% of Jtt Advisors Ii, L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Private funds (17, $1.2B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 5.8 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗