Trustee, JDS Tplp Trust · Lmcg Investments, LLC
Julia C. Sorbara
CRD 6573722 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Lmcg Investments, LLC, an SEC-registered asset manager based in Boston, MA with $6.8 billion in regulatory assets, lists Julia C. Sorbara on its Form ADV as Trustee, JDS Tplp Trust, a control person. The SEC filings also name Julia at 2 other registered advisers.
Firms and roles
- Lmcg Investments, LLCTrustee, JDS Tplp TrustAsset manager · Boston, MA · $6.8B in regulatory assets
- Westmount Partners, LLCTrusteeWealth manager · LOS Angeles, CA · $5.9B in regulatory assets
- Slatestone Wealth LLCTrusteeWealth manager · Jupiter, FL · $1.8B in regulatory assets
AtlasMembers
Julia’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (24)
- III J. TowerManaging Member, Board Member, Lmcg Investments, LLC
- Kenneth L. SwanPresident, Chief Executive Officer, Board Member, Lmcg Investments, LLC
- Edmund H PriceChief Legal Officer, Lmcg Investments, LLC
- John R. LaytonMember, Lmcg Investments, LLC
- David L. WeeksMember/board Member, Lmcg Investments, LLC
19 more people named with Julia on the same filings, with titles and firms. Free in Atlas with a free account.
See all 24 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.