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LANCASTER INVESTMENT MANAGEMENT LLP

LONDON, United Kingdom · CRD 158068 · IAPD ↗ · lancasterim.co.uk · 011 44 20 7842 1030

$2.06BRegulatory AUM
14Advisory reps
18Employees
8Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

47
July 2024 — LANCASTER INVESTMENT MANAGEMENT LLP grew from 5 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.