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LCI Advisors
LCI Advisors is a state-registered investment adviser with $58 million in regulatory assets under management. The firm manages $44 million on a discretionary...
Overview
LCI Advisors is a state-registered investment adviser with $58 million in regulatory assets under management. The firm manages $44 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
Tulsa
Corporate office
Tulsa, OK, United States
Frequently asked questions
Does LCI Advisors participate in fund commitments or only direct deals?
The firm's public filings do not reveal its allocation split. Peer firms with this posture frequently blend direct investments in real estate and private operating companies with commitments to third-party private equity, venture capital, and hedge fund managers, though LCI Advisors has disclosed no specific fund commitments.
What is LCI Advisors' known posture on co-investments alongside external GPs?
No public co-investment activity is attributable to the firm. Quiet-book family offices often use co-investment rights as a way to lower fees and gain concentrated exposure alongside trusted GPs, but LCI Advisors has not disclosed any such partnerships or direct co-invest positions.
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