Private fund adviser · New York, NY
Lingotto US LLC
SEC-registered investment adviser · CRD 328113 · SEC 801-128929
At a glance
Lingotto US LLC is an SEC-registered investment adviser based in New York, New York, with $2.0 billion in regulatory assets under management as of its Form ADV filed April 20, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,673rd of 4,686 private fund advisers and 3,665th of 17,210 SEC-registered advisers by assets.
Main office +4402037819332lingotto.comAs filed on Form ADV
- Regulatory AUM
- $2.0B
- Rank among private fund advisers
- #1,673 of 4,686
- Rank among all SEC RIAs
- #3,665 of 17,210
- Rank in New York
- #866 of 2,591
- Clients
- 9
- Accounts
- 10
- Discretionary
- 35% of AUM
- Employees
- 17
- Advisory staff
- 11
- Offices
- 1
Owners and executives on its Form ADV
- Michael J. BartolottaNon-Executive Director
- Bon Man H. HaCEO and Executive Director
- Loise W. KabuchoChief Compliance Officer
- Ramona HeineNon-Executive Director
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 7 | $1.7B | 87% |
| Pension and profit sharing plans | 1 | $224M | 11% |
| Charitable organizations | 1 | $31M | 2% |
Private funds
Lingotto US LLC reports 4 private funds with $107M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Lingotto US LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗lingotto.com ↗
AtlasMembers
The full record on Lingotto US LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 1,861 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Lingotto US LLC manage?
Lingotto US LLC reports $2.0 billion in regulatory assets under management across 10 accounts, 35% of it on a discretionary basis, on its Form ADV filed April 20, 2026.
What kind of firm is Lingotto US LLC?
Lingotto US LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Lingotto US LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($1.7 billion, 7 clients); pension and profit sharing plans ($224 million, 1 clients); charitable organizations ($31 million, 1 clients).
Does Lingotto US LLC manage private funds?
Yes. It reports 4 private funds with $107 million in gross assets, including other private funds.
Does Lingotto US LLC have any disciplinary history?
Lingotto US LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Lingotto US LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →