Lansing Street Advisors Llc
- Regulatory AUM
- $555M
- Discretionary
- $555M
- Clients
- 151
- Avg AUM / client
- $3.7M
- Accounts
- 561
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 81 | $30.0M | 5.4% |
| High net worth individuals | 69 | $487M | 87.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $38.3M | 6.91% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $47.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lansing Street Real Estate Fund Llc | Real Estate Fund | Delaware | $47.5M | 1 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Topley | Chief Executive Officer | Jan 2020 (7y) | 75% or more | |
| Michael Charles Topley | Chief Operating Officer / Chief Compliance Officer | CFP | Jun 2020 (6y) | Less than 5% |
| Megan Haller Keenan | Registered representative | Nov 2023 (3y) | ||
| Stephen Patrick Topley | Registered representative | Mar 2024 (2y) | ||
| Patrick Hodes Greenhalgh | Registered representative | Mar 2025 (1y) | ||
| Michael Todd Horwath | Registered representative | CFA | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (1, $47.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lansing Street Real Estate Fund Llc | Real Estate Fund | $47.5M | $25.0K | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: LANSING STREET ADVISORS IS ALLEGED NOT TO HAVE TAKEN STEPS NECESSARY TO ENSURE THAT MATERIAL INFORMATION CONTAINED IN ITS FORM ADV AND EXHIBITS REMAINED CURRENT AND ACCURATE AND NOT TO HAVE TIMELY FILED AN AMENDMENT ON FORM ADV. Status: Final Sanction Detail: LANSING STREET ADVISERS ("LSA") AND THE BUREAU ENTERED INTO A CONSENT AGREEMENT AND ORDER ("ORDER") THAT PROVIDES FOR A TOTAL ADMINISTRATIVE ASSESSMENT OF $100,000 AGAINST LSA, TO BE PAID OVER TIME. Summary: LSA AND THE BUREAU ENTERED INTO THE ORDER ON JULY 31, 2023.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $504M (91% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗