Multi-Family OfficeRIA · CRD 132737SEC-Registered

Updated:

Lipe & Dalton Investment Counsel

LIPE & DALTON INVESTMENT COUNSEL is an SEC-registered investment adviser in Syracuse, NY, since 2006. The firm manages approximately $780 million in assets.

Lipe & Dalton Investment Counsel

LIPE & DALTON INVESTMENT COUNSEL is an SEC-registered investment adviser in Syracuse, NY, since 2006. The firm manages approximately $780 million in assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Frequently asked questions

What is Lipe & Dalton Investment Counsel?

Lipe & Dalton Investment Counsel is a multi family office based in United States.

Where is Lipe & Dalton Investment Counsel headquartered?

Lipe & Dalton Investment Counsel is headquartered in United States, in the North America region.

What does Altss track for Lipe & Dalton Investment Counsel?

Altss maintains an OSINT-verified profile of Lipe & Dalton Investment Counsel 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 type of firm is Lipe & Dalton Investment Counsel?

Lipe & Dalton Investment Counsel is classified by Altss as a Multi Family Office, operating from United States within the North America region.

How does Altss source intelligence on Lipe & Dalton Investment Counsel?

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.

When was Lipe & Dalton Investment Counsel's Altss profile last updated?

Lipe & Dalton Investment Counsel's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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