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L&L Partners Wealth Management
L&L Partners Wealth Management was founded in 2006 by Kenneth Lagreca and Philip LePore in Suffern, New York.
L&L Partners Wealth Management
L&L Partners Wealth Management was founded in 2006 by Kenneth Lagreca and Philip LePore in Suffern, New York. The firm operates as a discretionary asset manager, providing investment advisory services to a client base that includes individuals, high-net-worth families, charitable organizations, corporations, and business entities. Its service model integrates portfolio management with pension consulting, a combination that allows it to serve both personal wealth and institutional retirement-plan needs. The firm's investment strategy centers on constructing and managing diversified portfolios tailored to individual client objectives. Its offerings span equities, fixed income, and alternative investments, with a focus on risk-adjusted returns through active asset allocation. L&L Partners provides discretionary management, meaning the firm executes investment decisions on behalf of clients without requiring pre-approval for each trade. The pension consulting practice extends the firm's reach into the institutional market, advising on plan design, investment policy statements, and fiduciary oversight. L&L Partners operates from its headquarters in Suffern, New York, serving clients primarily in the Northeastern United States. Public records indicate the firm manages assets for a concentrated set of clients, consistent with a boutique wealth management practice. The partnership structure, with Lagreca and LePore named as managing partners, suggests shared governance and direct principal involvement in client relationships and investment decisions. The firm's structural differentiator is its dual-service architecture: discretionary wealth management alongside pension consulting. This combination is less common among boutiques of its size and provides a recurring institutional revenue stream that complements the episodic nature of private-client asset gathering. The proximity to the New York metropolitan area places it within a competitive market, where its longevity since 2006 signals a sustainable, relationship-driven practice.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Suffern
Corporate office
Suffern, NY, United States
Principals
Kenneth Lagreca
Founder and Managing Partner
Philip LePore
Founder and Managing Partner
Sector focus
Frequently asked questions
Who makes investment decisions at L&L Partners Wealth Management?
Founding partners Kenneth Lagreca and Philip LePore oversee investment decisions, as the firm operates with direct principal involvement in portfolio management. The partnership structure means clients interact with the named decision-makers rather than a layered committee.
What services does L&L Partners offer beyond wealth management?
The firm also provides pension consulting services to institutions, advising on plan design, investment policy, and fiduciary responsibilities. This dual offering — discretionary wealth management for individuals and families plus institutional retirement consulting — distinguishes its practice from pure wealth managers.
How is L&L Partners structured as a business?
It operates as a partnership with Kenneth Lagreca and Philip LePore as managing partners. Both are named principals, indicating shared governance and direct client-facing roles rather than a corporate hierarchy with non-partner employees driving investment strategy.
What types of clients does L&L Partners serve?
Public records list individuals, high-net-worth individuals, charitable organizations, corporations, and business entities among its client base. The mix of private wealth and institutional relationships reflects its pension consulting practice alongside personal asset management.
Does L&L Partners manage assets on a discretionary basis?
Yes. The firm advertises discretionary asset management, meaning it can execute portfolio decisions without seeking client approval for each transaction. This is the standard for active wealth managers and allows for responsive rebalancing and tactical shifts.
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