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President, Chief Executive Officer, Board Member · Lmcg Investments, LLC

Kenneth L. Swan

CRD 4875165 · Named on Form ADV at one SEC-registered adviser

At a glance

Lmcg Investments, LLC, an SEC-registered asset manager based in Boston, MA with $6.8 billion in regulatory assets, lists Kenneth L. Swan on its Form ADV as President, Chief Executive Officer, Board Member, a control person.

Firms and roles

  • Lmcg Investments, LLCPresident, Chief Executive Officer, Board MemberAsset manager · Boston, MA · $6.8B in regulatory assets

AtlasMembers

Kenneth’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 the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (13)

8 more people named with Kenneth on the same filings, with titles and firms. Free in Atlas with a free account.

See all 13 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kenneth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.