Advice Period
Advice Period is a multi-family office headquartered in Los Angeles, United States. Founded in 2014, the firm traces its wealth to founder Steve Lockshin’s prior wealth-management ventures and fintech investments.
Advice Period
Advice Period is a multi-family office headquartered in Los Angeles, United States. Founded in 2014, the firm traces its wealth to founder Steve Lockshin’s prior wealth-management ventures and fintech investments. Advice Period offers estate and trust planning, investment management, cash-flow oversight, and outsourced CFO services for affluent families, entrepreneurs, and professionals, leveraging open-architecture strategies and technology to minimize taxes, fees, and complexity—delivers integrated planning and investment solutions.
General information
Firm type
Multi Family Office
Year founded
2014
AUM
—
Location
Region
North America
Country
—
City
Los Angeles
Corporate office
1901 Avenue of the Stars, Suite 200, Los Angeles, CA 90067
Frequently asked questions
What is Advice Period?
Advice Period is a multi family office headquartered in Los Angeles.
When was Advice Period founded?
Advice Period was founded in 2014.
Where is Advice Period headquartered?
Advice Period is headquartered in Los Angeles, in the North America region.
What does Altss track for Advice Period?
Altss maintains an OSINT-verified profile of Advice Period covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Advice Period's website?
Advice Period's public website is www.adviceperiod.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Advice Period?
Advice Period is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Advice Period?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Advice Period?
Advice Period's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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