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LISC FUND MANAGEMENT, LLC

NEW YORK, NY · CRD 304733 · IAPD ↗ · 212-455-9800

$614.6MRegulatory AUM
14Advisory reps
14Employees
0Clients
n/aPlanning clients
12Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2025 — LISC FUND MANAGEMENT, LLC grew from 10 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
April 2024 — LISC FUND MANAGEMENT, LLC shrank from 20 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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