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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. The firm operates as a discretionary asset...
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
Single Family Office
Year founded
2006
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
What services does L&L Partners offer?
L&L Partners provides discretionary asset management, including portfolio construction and investment strategy design. It also offers pension consulting services for retirement plans. Its client base includes high-net-worth individuals, corporations, and charitable organizations.
How does L&L Partners approach alternative investments?
The firm integrates alternative assets — historically real estate, private credit, and hedge funds — into client portfolios through a consultative framework. This reflects a family-office-style emphasis on non-correlated returns alongside traditional public-market exposure.
Is L&L Partners a single-family office or an RIA?
L&L Partners is structured as a wealth management firm and RIA but operates with many of the characteristics of a single-family office. Its service model is hyper-bespoke, and its pension consulting function adds an institutional layer not typical of standard RIAs.
Does the firm disclose its assets under management?
No. L&L Partners does not publicly disclose AUM. The absence of a reported figure is consistent with a boutique practice that runs concentrated relationships rather than a scaled platform.
Where is L&L Partners located and who does it serve?
The firm is headquartered in Suffern, New York. Its client base is concentrated in the tri-state area, serving high-net-worth families, business entities, and corporate retirement plans across the Hudson Valley, northern New Jersey, and the greater New York City suburbs.
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